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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 | $12,865 | $82,674-84.4% | $125,381-89.7% | $68,486-81.2% |
| Participation rate | 75.9% | 75.1%+0.9pp | 82.4%-6.5pp | 67.9%+8.0pp |
| Annual return | -7.19% | -5.97%-1.2pp | 572.31%-579.5pp | -7.85%+0.7pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,057 | $6,111+48.2% | $7,448+21.6% | $4,028+124.9% |
| Admin fee / account holder | $957 | $6,277-84.8% | $10,007-90.4% | $5,404-82.3% |