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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 | $13,538 | $82,674-83.6% | $125,381-89.2% | $68,486-80.2% |
| Participation rate | 81.4% | 75.1%+6.3pp | 82.4%-1.0pp | 67.9%+13.5pp |
| Annual return | 3.15% | -5.97%+9.1pp | 572.31%-569.2pp | -7.85%+11.0pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,050 | $6,111+48.1% | $7,448+21.5% | $4,028+124.7% |
| Admin fee / account holder | $820 | $6,277-86.9% | $10,007-91.8% | $5,404-84.8% |