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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 | $16,663 | $64,729-74.3% | $112,263-85.2% | $68,490-75.7% |
| Participation rate | 76.2% | 67.2%+9.0pp | 75.1%+1.1pp | 67.9%+8.3pp |
| Annual return | -16.72% | -11.40%-5.3pp | 27.49%-44.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $472 | $2,746-82.8% | $3,636-87.0% | $2,597-81.8% |
| Participant deferral / active EE | $2,454 | $3,566-31.2% | $4,729-48.1% | $4,028-39.1% |
| Admin fee / account holder | $935 | $5,222-82.1% | $6,410-85.4% | $5,403-82.7% |