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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 | $14,792 | $82,678-82.1% | $125,391-88.2% | $68,490-78.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.31% | -5.97%-11.3pp | 572.41%-589.7pp | -7.85%-9.5pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,421 | $6,111-11.3% | $7,448-27.2% | $4,028+34.6% |
| Admin fee / account holder | $966 | $6,277-84.6% | $10,009-90.3% | $5,403-82.1% |