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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 | $23,547 | $102,393-77.0% | $147,041-84.0% | $80,911-70.9% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.6%+29.9pp |
| Annual return | 15.37% | 134.95%-119.6pp | 419.21%-403.8pp | 35.63%-20.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,882 | $6,647+33.6% | $8,071+10.0% | $4,297+106.7% |
| Admin fee / account holder | $613 | $7,943-92.3% | $13,006-95.3% | $6,935-91.2% |