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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 | $4,453 | $58,258-92.4% | $81,820-94.6% | $80,925-94.5% |
| Participation rate | 80.4% | 63.5%+17.0pp | 72.4%+8.0pp | 67.7%+12.8pp |
| Annual return | 14.51% | 41.76%-27.3pp | 777.93%-763.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,236 | $3,284-31.9% | $4,323-48.3% | $4,299-48.0% |
| Admin fee / account holder | $900 | $4,976-81.9% | $7,391-87.8% | $6,940-87.0% |