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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 | $12,046 | $131,835-90.9% | $108,582-88.9% | $273,972-95.6% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 6.87% | -91.57%+98.4pp | -51.70%+58.6pp | 41.46%-34.6pp |
| Employer contribution / active EE | $703 | $4,913-85.7% | $3,758-81.3% | $4,869-85.6% |
| Participant deferral / active EE | $1,882 | $5,127-63.3% | $4,311-56.3% | $5,287-64.4% |
| Admin fee / account holder | $497 | $10,253-95.2% | $7,645-93.5% | $10,133-95.1% |