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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 | $7,785 | $61,755-87.4% | $97,161-92.0% | $80,911-90.4% |
| Participation rate | 89.5% | 63.5%+26.0pp | 72.7%+16.8pp | 67.6%+21.8pp |
| Annual return | 0.00% | -557.90%+557.9pp | 75.36%-75.4pp | 35.63%-35.6pp |
| Employer contribution / active EE | $0 | $1,835-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,402 | $3,026+45.5% | $4,265+3.2% | $4,297+2.4% |
| Admin fee / account holder | $494 | $5,166-90.4% | $5,647-91.2% | $6,935-92.9% |