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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 | $11,581 | $102,385-88.7% | $147,080-92.1% | $80,935-85.7% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 22.96% | 135.09%-112.1pp | 420.17%-397.2pp | 35.66%-12.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,092 | $6,651+21.7% | $8,066+0.3% | $4,299+88.2% |
| Admin fee / account holder | $552 | $7,951-93.1% | $12,989-95.8% | $6,924-92.0% |