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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 | $22,496 | $131,835-82.9% | $108,582-79.3% | $273,972-91.8% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 6.12% | -91.57%+97.7pp | -51.70%+57.8pp | 41.46%-35.3pp |
| Employer contribution / active EE | $510 | $4,913-89.6% | $3,758-86.4% | $4,869-89.5% |
| Participant deferral / active EE | $3,292 | $5,127-35.8% | $4,311-23.6% | $5,287-37.7% |
| Admin fee / account holder | $1,937 | $10,253-81.1% | $7,645-74.7% | $10,133-80.9% |