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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 | $14,677 | $77,472-81.1% | $100,392-85.4% | $80,935-81.9% |
| Participation rate | 93.9% | 76.9%+17.0pp | 81.5%+12.4pp | 67.7%+26.3pp |
| Annual return | 257.16% | 37.26%+219.9pp | 49.45%+207.7pp | 35.66%+221.5pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,693 | $6,818+27.5% | $8,090+7.5% | $4,299+102.2% |
| Admin fee / account holder | $1,586 | $5,885-73.1% | $7,904-79.9% | $6,924-77.1% |