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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 | $1,690 | $124,980-98.6% | $108,359-98.4% | $154,746-98.9% |
| Participation rate | 83.3% | 75.2%+8.2pp | 70.1%+13.2pp | 80.7%+2.6pp |
| Annual return | 0.00% | 45.00%-45.0pp | 36.89%-36.9pp | 172.34%-172.3pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,644 | $4,743+19.0% | $4,137+36.4% | $6,730-16.1% |
| Admin fee / account holder | $5,247 | $11,502-54.4% | $9,741-46.1% | $14,365-63.5% |