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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 | $12,227 | $59,116-79.3% | $86,438-85.9% | $68,486-82.1% |
| Participation rate | 70.5% | 75.2%-4.8pp | 80.3%-9.9pp | 67.9%+2.6pp |
| Annual return | 15.38% | -0.23%+15.6pp | 4397.19%-4381.8pp | -7.85%+23.2pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,669 | $5,902-3.9% | $6,952-18.5% | $4,028+40.7% |
| Admin fee / account holder | $903 | $5,639-84.0% | $6,733-86.6% | $5,404-83.3% |