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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 | $2,201 | $53,063-95.9% | $124,206-98.2% | $82,637-97.3% |
| Participation rate | 83.1% | 58.4%+24.7pp | 69.6%+13.6pp | 68.1%+15.1pp |
| Annual return | 21.61% | 68.87%-47.3pp | 515.27%-493.7pp | 53.51%-31.9pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $975 | $2,644-63.1% | $3,968-75.4% | $4,126-76.4% |
| Admin fee / account holder | $320 | $4,281-92.5% | $5,929-94.6% | $7,339-95.6% |