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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 | $4,832 | $49,896-90.3% | $80,627-94.0% | $75,173-93.6% |
| Participation rate | 87.0% | 55.3%+31.6pp | 67.0%+19.9pp | 67.2%+19.8pp |
| Annual return | 14.86% | 34.67%-19.8pp | 936.76%-921.9pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,303 | $2,992-23.0% | $4,443-48.2% | $4,126-44.2% |
| Admin fee / account holder | $665 | $3,578-81.4% | $5,381-87.6% | $5,651-88.2% |