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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 | $5,997 | $73,019-91.8% | $90,766-93.4% | $68,490-91.2% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -17.09% | -13.81%-3.3pp | -12.16%-4.9pp | -7.85%-9.2pp |
| Employer contribution / active EE | $303 | $2,193-86.2% | $2,922-89.6% | $2,597-88.3% |
| Participant deferral / active EE | $1,924 | $3,626-46.9% | $4,565-57.8% | $4,028-52.2% |
| Admin fee / account holder | $631 | $5,897-89.3% | $8,446-92.5% | $5,403-88.3% |