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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 | $12,737 | $82,678-84.6% | $125,391-89.8% | $68,490-81.4% |
| Participation rate | 81.3% | 75.1%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.41%-589.6pp | -7.85%-9.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,359 | $6,111-28.7% | $7,448-41.5% | $4,028+8.2% |
| Admin fee / account holder | $2,069 | $6,277-67.0% | $10,009-79.3% | $5,403-61.7% |