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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 | $13,309 | $142,392-90.7% | $119,622-88.9% | $134,532-90.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.89% | -12.46%-3.4pp | -14.98%-0.9pp | 418.27%-434.2pp |
| Employer contribution / active EE | $395 | $5,224-92.4% | $4,232-90.7% | $4,741-91.7% |
| Participant deferral / active EE | $2,429 | $6,467-62.4% | $5,601-56.6% | $6,401-62.0% |
| Admin fee / account holder | $355 | $13,593-97.4% | $10,328-96.6% | $11,429-96.9% |