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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 | $6,975 | $60,442-88.5% | $96,754-92.8% | $87,485-92.0% |
| Participation rate | 78.1% | 58.7%+19.4pp | 70.3%+7.9pp | 68.9%+9.2pp |
| Annual return | 142.20% | 21.97%+120.2pp | 82.04%+60.2pp | 26.06%+116.1pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,406 | $3,280-57.1% | $4,758-70.5% | $4,274-67.1% |
| Admin fee / account holder | $482 | $5,069-90.5% | $8,905-94.6% | $7,775-93.8% |