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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 | $13,045 | $106,115-87.7% | $85,969-84.8% | $125,389-89.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 76.5%+23.5pp | 83.2%+16.8pp |
| Annual return | -3.33% | 13.93%-17.3pp | 9.32%-12.6pp | 282.24%-285.6pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $3,474-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,533 | $4,859-68.4% | $3,829-60.0% | $5,352-71.3% |
| Admin fee / account holder | $661 | $8,144-91.9% | $6,053-89.1% | $9,541-93.1% |