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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 | $102,385-78.9% | $147,080-85.3% | $80,935-73.3% |
| Participation rate | 71.6% | 75.9%-4.3pp | 82.2%-10.6pp | 67.7%+3.9pp |
| Annual return | 19.21% | 135.09%-115.9pp | 420.17%-401.0pp | 35.66%-16.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,773 | $6,651+16.9% | $8,066-3.6% | $4,299+80.8% |
| Admin fee / account holder | $375 | $7,951-95.3% | $12,989-97.1% | $6,924-94.6% |