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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 | $4,648 | $58,311-92.0% | $81,882-94.3% | $80,959-94.3% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.4%+15.1pp | 67.7%+19.8pp |
| Annual return | 13.97% | 41.85%-27.9pp | 779.47%-765.5pp | 35.67%-21.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,840 | $3,287-44.0% | $4,323-57.4% | $4,300-57.2% |
| Admin fee / account holder | $696 | $4,752-85.4% | $7,360-90.5% | $6,925-90.0% |