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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 | $14,014 | $62,583-77.6% | $76,767-81.7% | $64,173-78.2% |
| Participation rate | 75.9% | 72.8%+3.0pp | 77.0%-1.1pp | 69.6%+6.3pp |
| Annual return | -6.14% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $253 | $1,832-86.2% | $2,485-89.8% | $2,381-89.4% |
| Participant deferral / active EE | $1,593 | $3,145-49.4% | $3,852-58.7% | $3,470-54.1% |
| Admin fee / account holder | $862 | $4,667-81.5% | $6,675-87.1% | $4,887-82.4% |