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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 | $12,562 | $75,962-83.5% | $154,108-91.8% | $64,173-80.4% |
| Participation rate | 97.4% | 70.4%+27.0pp | 83.0%+14.4pp | 69.6%+27.9pp |
| Annual return | -2.76% | 30.32%-33.1pp | 735.21%-738.0pp | 7.63%-10.4pp |
| Employer contribution / active EE | $259 | $3,350-92.3% | $5,298-95.1% | $2,381-89.1% |
| Participant deferral / active EE | $1,624 | $3,175-48.9% | $5,081-68.0% | $3,470-53.2% |
| Admin fee / account holder | $5,031 | $5,589-10.0% | $13,411-62.5% | $4,887+2.9% |