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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 | $91,525-86.4% | $130,026-90.5% | $75,181-83.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | 14.57% | -631.40%+646.0pp | -137.26%+151.8pp | 160.69%-146.1pp |
| Employer contribution / active EE | $595 | $2,844-79.1% | $4,321-86.2% | $2,671-77.7% |
| Participant deferral / active EE | $2,931 | $4,342-32.5% | $5,821-49.6% | $4,126-28.9% |
| Admin fee / account holder | $3,706 | $6,778-45.3% | $10,608-65.1% | $5,650-34.4% |