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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 | $5,268 | $105,866-95.0% | $90,766-94.2% | $134,545-96.1% |
| Participation rate | 85.0% | 78.3%+6.7pp | 75.7%+9.3pp | 81.2%+3.8pp |
| Annual return | -15.97% | -10.99%-5.0pp | -12.16%-3.8pp | 418.37%-434.3pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,754 | $5,217-66.4% | $4,565-61.6% | $6,401-72.6% |
| Admin fee / account holder | $1,860 | $13,938-86.7% | $8,446-78.0% | $11,431-83.7% |