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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 | $16,446 | $101,591-83.8% | $147,096-88.8% | $74,429-77.9% |
| Participation rate | 88.9% | 75.5%+13.4pp | 82.2%+6.7pp | 67.2%+21.7pp |
| Annual return | 19.55% | 8746.45%-8726.9pp | 419.75%-400.2pp | 1368.38%-1348.8pp |
| Employer contribution / active EE | $548 | $3,813-85.6% | $4,936-88.9% | $2,625-79.1% |
| Participant deferral / active EE | $3,966 | $7,302-45.7% | $8,071-50.9% | $4,348-8.8% |
| Admin fee / account holder | $2,414 | $1,750+38.0% | $13,005-81.4% | $1,944+24.2% |