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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 | $6,381 | $53,162-88.0% | $91,225-93.0% | $68,495-90.7% |
| Participation rate | 92.9% | 63.2%+29.6pp | 73.2%+19.7pp | 67.9%+25.0pp |
| Annual return | -6.59% | -3.14%-3.4pp | 114.10%-120.7pp | -7.84%+1.3pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,851-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,950 | $2,974+201.0% | $4,234+111.4% | $4,028+122.2% |
| Admin fee / account holder | $1,276 | $4,493-71.6% | $5,422-76.5% | $5,403-76.4% |