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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 | $5,394 | $53,546-89.9% | $69,884-92.3% | $68,486-92.1% |
| Participation rate | 93.3% | 64.5%+28.8pp | 70.5%+22.9pp | 67.9%+25.4pp |
| Annual return | -7.39% | -13.87%+6.5pp | 190.81%-198.2pp | -7.85%+0.5pp |
| Employer contribution / active EE | $375 | $2,019-81.4% | $2,560-85.4% | $2,597-85.6% |
| Participant deferral / active EE | $2,630 | $2,957-11.1% | $3,848-31.7% | $4,028-34.7% |
| Admin fee / account holder | $453 | $4,693-90.4% | $6,266-92.8% | $5,404-91.6% |