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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 | $18,086 | $81,870-77.9% | $119,622-84.9% | $68,486-73.6% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -17.51% | -23.82%+6.3pp | -14.98%-2.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $0 | $2,692-100.0% | $4,232-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,607 | $4,148+155.7% | $5,601+89.4% | $4,028+163.4% |
| Admin fee / account holder | $1,835 | $6,583-72.1% | $10,328-82.2% | $5,404-66.0% |