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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 | $7,860 | $61,787-87.3% | $97,197-91.9% | $80,925-90.3% |
| Participation rate | 91.7% | 63.5%+28.2pp | 72.7%+19.0pp | 67.7%+24.0pp |
| Annual return | 13.55% | -558.16%+571.7pp | 75.47%-61.9pp | 35.65%-22.1pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,390 | $3,027-21.0% | $4,263-43.9% | $4,299-44.4% |
| Admin fee / account holder | $324 | $5,170-93.7% | $5,637-94.3% | $6,940-95.3% |