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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 | $10,503 | $138,075-92.4% | $123,552-91.5% | $135,379-92.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.73% | 153.70%-158.4pp | 119.20%-123.9pp | 519.79%-524.5pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,125 | $6,800+78.3% | $6,426+88.7% | $5,609+116.2% |
| Admin fee / account holder | $6,076 | $10,917-44.3% | $9,285-34.6% | $10,828-43.9% |