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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 | $5,430 | $51,631-89.5% | $129,397-95.8% | $80,925-93.3% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.71% | 20.77%-8.1pp | 9453.98%-9441.3pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,154-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,340 | $2,670-12.3% | $4,167-43.8% | $4,299-45.6% |
| Admin fee / account holder | $804 | $4,309-81.3% | $7,679-89.5% | $6,940-88.4% |