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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 | $18,157 | $167,362-89.2% | $143,799-87.4% | $134,532-86.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.63% | 0.47%-20.1pp | -0.04%-19.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $425 | $5,620-92.4% | $4,952-91.4% | $4,741-91.0% |
| Participant deferral / active EE | $3,325 | $6,447-48.4% | $5,638-41.0% | $6,401-48.1% |
| Admin fee / account holder | $335 | $18,094-98.1% | $14,677-97.7% | $11,429-97.1% |