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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 | $10,599 | $82,674-87.2% | $125,363-91.5% | $68,495-84.5% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -17.04% | -5.97%-11.1pp | 572.15%-589.2pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,985 | $6,111-2.1% | $7,447-19.6% | $4,028+48.6% |
| Admin fee / account holder | $1,549 | $6,276-75.3% | $10,005-84.5% | $5,403-71.3% |