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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 | $166,131-95.0% | $164,975-94.9% | $145,877-94.3% |
| Participation rate | 85.0% | 82.0%+3.0pp | 78.6%+6.4pp | 80.3%+4.7pp |
| Annual return | 93.53% | 100.37%-6.8pp | 70.12%+23.4pp | 551.28%-457.7pp |
| Employer contribution / active EE | $884 | $5,276-83.2% | $4,343-79.6% | $4,663-81.0% |
| Participant deferral / active EE | $2,445 | $6,962-64.9% | $6,033-59.5% | $6,691-63.5% |
| Admin fee / account holder | $4,559 | $16,648-72.6% | $12,688-64.1% | $13,402-66.0% |