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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 | $13,030 | $85,766-84.8% | $136,298-90.4% | $70,126-81.4% |
| Participation rate | 86.4% | 74.2%+12.3pp | 81.9%+4.5pp | 69.5%+16.9pp |
| Annual return | 50.64% | 31.46%+19.2pp | 5156.27%-5105.6pp | 73.15%-22.5pp |
| Employer contribution / active EE | $243 | $2,966-91.8% | $4,696-94.8% | $2,343-89.6% |
| Participant deferral / active EE | $4,241 | $5,051-16.0% | $6,247-32.1% | $3,332+27.3% |
| Admin fee / account holder | $1,336 | $5,421-75.3% | $9,244-85.5% | $4,645-71.2% |