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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 | $9,261 | $167,352-94.5% | $143,788-93.6% | $134,509-93.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.01% | 0.47%-20.5pp | -0.03%-20.0pp | 418.13%-438.1pp |
| Employer contribution / active EE | $1,022 | $5,620-81.8% | $4,952-79.4% | $4,741-78.4% |
| Participant deferral / active EE | $2,573 | $6,447-60.1% | $5,638-54.4% | $6,400-59.8% |
| Admin fee / account holder | $543 | $18,091-97.0% | $14,675-96.3% | $11,427-95.2% |