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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 | $17,914 | $81,870-78.1% | $119,634-85.0% | $68,490-73.8% |
| Participation rate | 78.8% | 71.9%+7.0pp | 79.3%-0.4pp | 67.9%+10.9pp |
| Annual return | -17.74% | -23.82%+6.1pp | -14.98%-2.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $519 | $2,692-80.7% | $4,232-87.7% | $2,597-80.0% |
| Participant deferral / active EE | $4,544 | $4,148+9.5% | $5,601-18.9% | $4,028+12.8% |
| Admin fee / account holder | $612 | $6,583-90.7% | $10,329-94.1% | $5,403-88.7% |