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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 | $9,792 | $45,152-78.3% | $73,836-86.7% | $59,633-83.6% |
| Participation rate | 78.6% | 64.0%+14.6pp | 73.4%+5.1pp | 68.7%+9.9pp |
| Annual return | 0.17% | 27.40%-27.2pp | 2268.06%-2267.9pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $0 | $1,901-100.0% | $2,787-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $842 | $2,573-67.3% | $3,583-76.5% | $3,192-73.6% |
| Admin fee / account holder | $383 | $3,515-89.1% | $4,882-92.2% | $4,297-91.1% |