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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 | $12,018 | $201,344-94.0% | $184,243-93.5% | $145,877-91.8% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 65.08% | 29.01%+36.1pp | 28.82%+36.3pp | 551.28%-486.2pp |
| Employer contribution / active EE | $1,412 | $7,022-79.9% | $6,427-78.0% | $4,663-69.7% |
| Participant deferral / active EE | $5,826 | $9,807-40.6% | $9,132-36.2% | $6,691-12.9% |
| Admin fee / account holder | $308 | $16,382-98.1% | $13,914-97.8% | $13,402-97.7% |