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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 | $3,500 | $82,674-95.8% | $125,381-97.2% | $68,486-94.9% |
| Participation rate | 85.7% | 75.1%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -12.91% | -5.97%-6.9pp | 572.31%-585.2pp | -7.85%-5.1pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,183 | $6,111-47.9% | $7,448-57.3% | $4,028-21.0% |
| Admin fee / account holder | $2,943 | $6,277-53.1% | $10,007-70.6% | $5,404-45.5% |