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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 | $3,944 | $127,387-96.9% | $115,038-96.6% | $125,389-96.9% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.18% | 31.28%-33.5pp | 26.14%-28.3pp | 282.24%-284.4pp |
| Employer contribution / active EE | $435 | $5,166-91.6% | $4,608-90.6% | $4,866-91.1% |
| Participant deferral / active EE | $3,395 | $6,423-47.1% | $6,026-43.7% | $5,352-36.6% |
| Admin fee / account holder | $2,579 | $9,516-72.9% | $8,175-68.5% | $9,541-73.0% |