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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 | $5,707 | $59,456-90.4% | $93,681-93.9% | $74,400-92.3% |
| Participation rate | 70.5% | 59.6%+10.8pp | 68.7%+1.8pp | 67.2%+3.3pp |
| Annual return | 17.22% | 82.00%-64.8pp | 133.47%-116.3pp | 1367.51%-1350.3pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,829 | $3,052-40.1% | $4,415-58.6% | $4,348-57.9% |
| Admin fee / account holder | $939 | $3,026-69.0% | $8,290-88.7% | $1,944-51.7% |