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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 | $22,907 | $110,083-79.2% | $151,645-84.9% | $68,490-66.6% |
| Participation rate | 87.5% | 84.0%+3.5pp | 87.5%0pp | 67.9%+19.6pp |
| Annual return | -15.78% | -10.12%-5.7pp | 3.34%-19.1pp | -7.85%-7.9pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $10,708 | $6,526+64.1% | $8,363+28.0% | $4,028+165.8% |
| Admin fee / account holder | $347 | $7,718-95.5% | $11,614-97.0% | $5,403-93.6% |