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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 | $16,693 | $166,268-90.0% | $165,100-89.9% | $145,897-88.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.04% | 100.52%-84.5pp | 70.21%-54.2pp | 552.29%-536.3pp |
| Employer contribution / active EE | $833 | $5,284-84.2% | $4,348-80.8% | $4,663-82.1% |
| Participant deferral / active EE | $3,527 | $6,964-49.4% | $6,035-41.6% | $6,689-47.3% |
| Admin fee / account holder | $1,913 | $16,659-88.5% | $12,696-84.9% | $13,390-85.7% |