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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 | $19,716 | $56,200-64.9% | $67,653-70.9% | $59,633-66.9% |
| Participation rate | 100.0% | 71.5%+28.5pp | 75.7%+24.3pp | 68.7%+31.3pp |
| Annual return | -0.30% | 18506.71%-18507.0pp | 6625.22%-6625.5pp | 2041.40%-2041.7pp |
| Employer contribution / active EE | $242 | $1,615-85.0% | $2,266-89.3% | $2,203-89.0% |
| Participant deferral / active EE | $3,408 | $2,843+19.8% | $3,560-4.3% | $3,192+6.8% |
| Admin fee / account holder | $2,158 | $3,959-45.5% | $4,821-55.2% | $4,297-49.8% |