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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 | $20,077 | $54,380-63.1% | $68,509-70.7% | $59,633-66.3% |
| Participation rate | 72.0% | 70.2%+1.8pp | 74.7%-2.7pp | 68.7%+3.3pp |
| Annual return | 0.00% | 2.83%-2.8pp | 8.27%-8.3pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $10,826 | $2,643+309.6% | $3,382+220.1% | $3,192+239.2% |
| Admin fee / account holder | $354 | $3,885-90.9% | $5,275-93.3% | $4,297-91.8% |