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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 | $11,856 | $47,977-75.3% | $154,108-92.3% | $56,289-78.9% |
| Participation rate | 96.7% | 66.2%+30.5pp | 83.0%+13.6pp | 69.9%+26.8pp |
| Annual return | -2.47% | 3.54%-6.0pp | 735.21%-737.7pp | -9.96%+7.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,528 | $2,392+89.3% | $5,081-10.9% | $3,350+35.2% |
| Admin fee / account holder | $1,444 | $438+229.6% | $13,411-89.2% | $521+177.3% |