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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 | $15,590 | $68,398-77.2% | $94,664-83.5% | $75,173-79.3% |
| Participation rate | 77.5% | 76.1%+1.4pp | 80.8%-3.3pp | 67.2%+10.3pp |
| Annual return | 46.88% | 616.72%-569.8pp | 156.84%-110.0pp | 160.72%-113.8pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $10,621 | $6,537+62.5% | $7,417+43.2% | $4,126+157.4% |
| Admin fee / account holder | $967 | $5,324-81.8% | $7,222-86.6% | $5,651-82.9% |