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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 | $39,039 | $138,386-71.8% | $184,260-78.8% | $80,935-51.8% |
| Participation rate | 85.7% | 83.9%+1.8pp | 86.8%-1.1pp | 67.7%+18.1pp |
| Annual return | 460.76% | 20.02%+440.7pp | 28.84%+431.9pp | 35.66%+425.1pp |
| Employer contribution / active EE | $870 | $4,851-82.1% | $6,427-86.5% | $2,757-68.4% |
| Participant deferral / active EE | $3,373 | $7,076-52.3% | $9,133-63.1% | $4,299-21.5% |
| Admin fee / account holder | $24,545 | $10,489+134.0% | $13,898+76.6% | $6,924+254.5% |