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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 | $8,382 | $166,268-95.0% | $165,100-94.9% | $145,897-94.3% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 93.53% | 100.52%-7.0pp | 70.21%+23.3pp | 552.29%-458.8pp |
| Employer contribution / active EE | $884 | $5,284-83.3% | $4,348-79.7% | $4,663-81.0% |
| Participant deferral / active EE | $2,445 | $6,964-64.9% | $6,035-59.5% | $6,689-63.5% |
| Admin fee / account holder | $4,559 | $16,659-72.6% | $12,696-64.1% | $13,390-66.0% |