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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 | $9,455 | $167,522-94.4% | $151,639-93.8% | $134,532-93.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -19.25% | 7.81%-27.1pp | 3.34%-22.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,154 | $6,828-83.1% | $6,165-81.3% | $4,741-75.7% |
| Participant deferral / active EE | $4,256 | $8,986-52.6% | $8,363-49.1% | $6,401-33.5% |
| Admin fee / account holder | $1,011 | $13,780-92.7% | $11,613-91.3% | $11,429-91.2% |