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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 | $17,859 | $184,000-90.3% | $162,185-89.0% | $152,909-88.3% |
| Participation rate | 71.4% | 88.5%-17.1pp | 87.6%-16.1pp | 82.5%-11.0pp |
| Annual return | 23.99% | 150.80%-126.8pp | 115.61%-91.6pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,053 | $6,370-83.5% | $5,613-81.2% | $4,764-77.9% |
| Participant deferral / active EE | $3,633 | $8,033-54.8% | $7,297-50.2% | $5,851-37.9% |
| Admin fee / account holder | $425 | $13,124-96.8% | $10,844-96.1% | $11,601-96.3% |