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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 | $18,687 | $135,639-86.2% | $110,241-83.0% | $135,382-86.2% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.22% | 513.21%-519.4pp | 314.75%-321.0pp | 519.77%-526.0pp |
| Employer contribution / active EE | $384 | $4,907-92.2% | $3,827-90.0% | $4,779-92.0% |
| Participant deferral / active EE | $4,412 | $5,507-19.9% | $4,672-5.6% | $5,609-21.3% |
| Admin fee / account holder | $5,334 | $11,457-53.4% | $8,548-37.6% | $10,829-50.7% |