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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 | $7,257 | $82,678-91.2% | $125,391-94.2% | $68,490-89.4% |
| Participation rate | 72.0% | 75.1%-3.1pp | 82.4%-10.4pp | 67.9%+4.1pp |
| Annual return | -15.17% | -5.97%-9.2pp | 572.41%-587.6pp | -7.85%-7.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $6,288 | $6,111+2.9% | $7,448-15.6% | $4,028+56.1% |
| Admin fee / account holder | $1,236 | $6,277-80.3% | $10,009-87.7% | $5,403-77.1% |