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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 | $12,365 | $148,623-91.7% | $135,974-90.9% | $139,466-91.1% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 527.26% | 79.30%+448.0pp | 68.30%+459.0pp | 373.66%+153.6pp |
| Employer contribution / active EE | $498 | $5,246-90.5% | $4,859-89.7% | $4,754-89.5% |
| Participant deferral / active EE | $2,682 | $8,103-66.9% | $7,760-65.4% | $6,712-60.0% |
| Admin fee / account holder | $5,373 | $12,406-56.7% | $10,767-50.1% | $11,409-52.9% |