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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 | $13,976 | $160,028-91.3% | $147,080-90.5% | $145,884-90.4% |
| Participation rate | 76.5% | 84.0%-7.6pp | 82.2%-5.7pp | 80.3%-3.8pp |
| Annual return | 128.12% | 98.60%+29.5pp | 420.17%-292.1pp | 551.85%-423.7pp |
| Employer contribution / active EE | $593 | $5,286-88.8% | $4,933-88.0% | $4,662-87.3% |
| Participant deferral / active EE | $5,920 | $8,422-29.7% | $8,066-26.6% | $6,690-11.5% |
| Admin fee / account holder | $1,101 | $15,030-92.7% | $12,989-91.5% | $13,392-91.8% |