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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 | $25,607 | $91,525-72.0% | $130,026-80.3% | $75,181-65.9% |
| Participation rate | 88.9% | 71.4%+17.4pp | 78.5%+10.4pp | 67.2%+21.7pp |
| Annual return | 20.25% | -631.40%+651.7pp | -137.26%+157.5pp | 160.69%-140.4pp |
| Employer contribution / active EE | $31 | $2,844-98.9% | $4,321-99.3% | $2,671-98.9% |
| Participant deferral / active EE | $11,338 | $4,342+161.1% | $5,821+94.8% | $4,126+174.8% |
| Admin fee / account holder | $3,976 | $6,778-41.3% | $10,608-62.5% | $5,650-29.6% |