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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 | $8,368 | $91,538-90.9% | $130,014-93.6% | $75,173-88.9% |
| Participation rate | 91.7% | 71.4%+20.2pp | 78.5%+13.2pp | 67.2%+24.5pp |
| Annual return | 19.07% | -631.11%+650.2pp | -137.22%+156.3pp | 160.65%-141.6pp |
| Employer contribution / active EE | $261 | $2,845-90.8% | $4,320-94.0% | $2,670-90.2% |
| Participant deferral / active EE | $3,613 | $4,341-16.8% | $5,821-37.9% | $4,126-12.4% |
| Admin fee / account holder | $438 | $6,790-93.6% | $10,616-95.9% | $5,651-92.3% |