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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 | $12,233 | $59,813-79.5% | $79,580-84.6% | $68,486-82.1% |
| Participation rate | 83.3% | 61.1%+22.3pp | 69.5%+13.8pp | 67.9%+15.4pp |
| Annual return | -16.87% | -12.30%-4.6pp | 0.15%-17.0pp | -7.85%-9.0pp |
| Employer contribution / active EE | $23 | $1,505-98.5% | $2,413-99.1% | $2,597-99.1% |
| Participant deferral / active EE | $4,245 | $3,024+40.3% | $3,985+6.5% | $4,028+5.4% |
| Admin fee / account holder | $371 | $4,835-92.3% | $6,835-94.6% | $5,404-93.1% |