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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 | $16,160 | $82,674-80.5% | $125,381-87.1% | $68,486-76.4% |
| Participation rate | 87.5% | 75.1%+12.4pp | 82.4%+5.1pp | 67.9%+19.6pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.31%-591.6pp | -7.85%-11.4pp |
| Employer contribution / active EE | $1 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $7,881 | $6,111+29.0% | $7,448+5.8% | $4,028+95.7% |
| Admin fee / account holder | $661 | $6,277-89.5% | $10,007-93.4% | $5,404-87.8% |