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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 | $27,299 | $110,083-75.2% | $151,639-82.0% | $68,486-60.1% |
| Participation rate | 75.9% | 84.0%-8.1pp | 87.5%-11.6pp | 67.9%+8.0pp |
| Annual return | -15.48% | -10.12%-5.4pp | 3.34%-18.8pp | -7.85%-7.6pp |
| Employer contribution / active EE | $1,180 | $4,470-73.6% | $6,165-80.9% | $2,597-54.6% |
| Participant deferral / active EE | $4,293 | $6,526-34.2% | $8,363-48.7% | $4,028+6.6% |
| Admin fee / account holder | $318 | $7,718-95.9% | $11,613-97.3% | $5,404-94.1% |