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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 | $23,676 | $84,493-72.0% | $125,381-81.1% | $66,938-64.6% |
| Participation rate | 71.0% | 76.4%-5.4pp | 82.4%-11.4pp | 69.8%+1.2pp |
| Annual return | -15.80% | -8.49%-7.3pp | 572.31%-588.1pp | 1.58%-17.4pp |
| Employer contribution / active EE | $0 | $3,554-100.0% | $4,815-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $9,829 | $6,783+44.9% | $7,448+32.0% | $4,238+131.9% |
| Admin fee / account holder | $1,097 | $685+60.2% | $10,007-89.0% | $594+84.9% |