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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 | $23,798 | $101,653-76.6% | $147,080-83.8% | $74,459-68.0% |
| Participation rate | 85.2% | 75.6%+9.6pp | 82.2%+3.0pp | 67.2%+18.0pp |
| Annual return | 37.81% | 8754.98%-8717.2pp | 420.17%-382.4pp | 1369.70%-1331.9pp |
| Employer contribution / active EE | $0 | $3,813-100.0% | $4,933-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $11,707 | $7,304+60.3% | $8,066+45.1% | $4,350+169.1% |
| Admin fee / account holder | $1,415 | $1,752-19.2% | $12,989-89.1% | $1,945-27.3% |