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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,598 | $102,393-78.9% | $147,041-85.3% | $80,911-73.3% |
| Participation rate | 71.6% | 75.9%-4.3pp | 82.2%-10.6pp | 67.6%+4.0pp |
| Annual return | 19.21% | 134.95%-115.7pp | 419.21%-400.0pp | 35.63%-16.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,773 | $6,647+16.9% | $8,071-3.7% | $4,297+80.9% |
| Admin fee / account holder | $375 | $7,943-95.3% | $13,006-97.1% | $6,935-94.6% |