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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 | $21,567 | $167,522-87.1% | $151,639-85.8% | $134,532-84.0% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -12.17% | 7.81%-20.0pp | 3.34%-15.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $1,368 | $6,828-80.0% | $6,165-77.8% | $4,741-71.2% |
| Participant deferral / active EE | $5,102 | $8,986-43.2% | $8,363-39.0% | $6,401-20.3% |
| Admin fee / account holder | $2,860 | $13,780-79.2% | $11,613-75.4% | $11,429-75.0% |