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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 | $4,536 | $63,703-92.9% | $93,063-95.1% | $82,448-94.5% |
| Participation rate | 71.2% | 63.8%+7.4pp | 72.1%-0.9pp | 68.1%+3.2pp |
| Annual return | 18.51% | -775.43%+793.9pp | 34.15%-15.6pp | 41.64%-23.1pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,104 | $2,919-27.9% | $3,958-46.8% | $4,139-49.2% |
| Admin fee / account holder | $1,080 | $5,982-81.9% | $6,033-82.1% | $7,234-85.1% |