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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 | $12,199 | $106,008-88.5% | $92,240-86.8% | $147,586-91.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 19.94% | 50.05%-30.1pp | 176.29%-156.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $447 | $4,333-89.7% | $3,680-87.8% | $4,876-90.8% |
| Participant deferral / active EE | $2,250 | $4,478-49.8% | $3,897-42.3% | $5,439-58.6% |
| Admin fee / account holder | $530 | $6,333-91.6% | $5,194-89.8% | $10,886-95.1% |