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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 | $2,817 | $44,850-93.7% | $60,547-95.3% | $59,633-95.3% |
| Participation rate | 91.7% | 59.5%+32.2pp | 68.0%+23.7pp | 68.7%+23.0pp |
| Annual return | -0.68% | 1074.14%-1074.8pp | 335.64%-336.3pp | 2041.45%-2042.1pp |
| Employer contribution / active EE | $0 | $1,462-100.0% | $2,419-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,156 | $2,230-48.2% | $3,328-65.3% | $3,192-63.8% |
| Admin fee / account holder | $360 | $3,635-90.1% | $4,536-92.1% | $4,297-91.6% |