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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 | $15,246 | $100,792-84.9% | $86,691-82.4% | $134,509-88.7% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.01% | 29.08%-48.1pp | 35.94%-55.0pp | 418.13%-437.1pp |
| Employer contribution / active EE | $21 | $3,491-99.4% | $2,837-99.2% | $4,741-99.5% |
| Participant deferral / active EE | $8,765 | $5,339+64.2% | $4,656+88.3% | $6,400+36.9% |
| Admin fee / account holder | $1,602 | $10,924-85.3% | $7,492-78.6% | $11,427-86.0% |