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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 | $30,519 | $110,083-72.3% | $151,639-79.9% | $68,486-55.4% |
| Participation rate | 75.8% | 84.0%-8.1pp | 87.5%-11.7pp | 67.9%+7.9pp |
| Annual return | -10.52% | -10.12%-0.4pp | 3.34%-13.9pp | -7.85%-2.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,411 | $6,526-32.4% | $8,363-47.3% | $4,028+9.5% |
| Admin fee / account holder | $339 | $7,718-95.6% | $11,613-97.1% | $5,404-93.7% |