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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 | $61,816-87.4% | $97,260-92.0% | $80,935-90.4% |
| Participation rate | 89.5% | 63.5%+26.0pp | 72.7%+16.8pp | 67.7%+21.8pp |
| Annual return | 0.00% | -558.73%+558.7pp | 75.54%-75.5pp | 35.66%-35.7pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,721-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,402 | $3,027+45.4% | $4,262+3.3% | $4,299+2.4% |
| Admin fee / account holder | $494 | $5,166-90.4% | $5,640-91.2% | $6,924-92.9% |