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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 | $27,089 | $88,186-69.3% | $165,071-83.6% | $74,459-63.6% |
| Participation rate | 75.1% | 73.1%+2.0pp | 78.6%-3.5pp | 67.2%+7.9pp |
| Annual return | 242.51% | 17.13%+225.4pp | 70.17%+172.3pp | 1369.70%-1127.2pp |
| Employer contribution / active EE | $557 | $2,600-78.6% | $4,347-87.2% | $2,626-78.8% |
| Participant deferral / active EE | $2,245 | $4,505-50.2% | $6,035-62.8% | $4,350-48.4% |
| Admin fee / account holder | $981 | $2,234-56.1% | $12,695-92.3% | $1,945-49.6% |