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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 | $14,784 | $82,674-82.1% | $125,381-88.2% | $68,486-78.4% |
| Participation rate | 78.6% | 75.1%+3.5pp | 82.4%-3.8pp | 67.9%+10.7pp |
| Annual return | -17.68% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,881 | $6,111+94.4% | $7,448+59.5% | $4,028+195.0% |
| Admin fee / account holder | $1,771 | $6,277-71.8% | $10,007-82.3% | $5,404-67.2% |