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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 | $11,197 | $72,404-84.5% | $110,241-89.8% | $64,181-82.6% |
| Participation rate | 84.4% | 73.3%+11.1pp | 79.8%+4.6pp | 69.6%+14.9pp |
| Annual return | -2.73% | -6.29%+3.6pp | 314.75%-317.5pp | 7.63%-10.4pp |
| Employer contribution / active EE | $14 | $2,282-99.4% | $3,827-99.6% | $2,381-99.4% |
| Participant deferral / active EE | $3,357 | $3,469-3.2% | $4,672-28.2% | $3,470-3.3% |
| Admin fee / account holder | $880 | $5,664-84.5% | $8,548-89.7% | $4,887-82.0% |