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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 | $15,036 | $91,536-83.6% | $130,062-88.4% | $75,177-80.0% |
| Participation rate | 92.5% | 71.5%+21.0pp | 78.5%+14.0pp | 67.2%+25.3pp |
| Annual return | 21.99% | -631.62%+653.6pp | -137.37%+159.4pp | 160.75%-138.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $6,033 | $4,343+38.9% | $5,821+3.6% | $4,126+46.2% |
| Admin fee / account holder | $641 | $6,780-90.5% | $10,601-94.0% | $5,651-88.7% |