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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 | $5,146 | $54,357-90.5% | $82,706-93.8% | $68,495-92.5% |
| Participation rate | 81.3% | 63.9%+17.3pp | 72.6%+8.7pp | 67.9%+13.4pp |
| Annual return | -16.67% | -13.67%-3.0pp | 701.76%-718.4pp | -7.84%-8.8pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,007-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,487 | $3,246-54.2% | $4,394-66.2% | $4,028-63.1% |
| Admin fee / account holder | $647 | $4,396-85.3% | $5,329-87.9% | $5,403-88.0% |