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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 | $16,354 | $82,674-80.2% | $125,381-87.0% | $68,486-76.1% |
| Participation rate | 93.3% | 75.1%+18.3pp | 82.4%+11.0pp | 67.9%+25.4pp |
| Annual return | 60.96% | -5.97%+66.9pp | 572.31%-511.4pp | -7.85%+68.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,853 | $6,111+94.0% | $7,448+59.1% | $4,028+194.3% |
| Admin fee / account holder | $309 | $6,277-95.1% | $10,007-96.9% | $5,404-94.3% |