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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 | $12,413 | $91,536-86.4% | $130,062-90.5% | $75,177-83.5% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.57% | -631.62%+646.2pp | -137.37%+151.9pp | 160.75%-146.2pp |
| Employer contribution / active EE | $595 | $2,845-79.1% | $4,322-86.2% | $2,671-77.7% |
| Participant deferral / active EE | $2,931 | $4,343-32.5% | $5,821-49.6% | $4,126-29.0% |
| Admin fee / account holder | $3,706 | $6,780-45.3% | $10,601-65.0% | $5,651-34.4% |