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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 | $16,903 | $100,805-83.2% | $86,698-80.5% | $134,532-87.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.20% | 29.09%-48.3pp | 35.95%-55.1pp | 418.27%-437.5pp |
| Employer contribution / active EE | $649 | $3,490-81.4% | $2,837-77.1% | $4,741-86.3% |
| Participant deferral / active EE | $4,790 | $5,339-10.3% | $4,656+2.9% | $6,401-25.2% |
| Admin fee / account holder | $745 | $10,925-93.2% | $7,493-90.1% | $11,429-93.5% |