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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 | $8,802 | $49,280-82.1% | $67,313-86.9% | $64,173-86.3% |
| Participation rate | 91.7% | 60.8%+30.9pp | 69.1%+22.6pp | 69.6%+22.1pp |
| Annual return | 0.96% | -1.39%+2.4pp | -4.08%+5.0pp | 7.63%-6.7pp |
| Employer contribution / active EE | $84 | $1,668-95.0% | $2,566-96.7% | $2,381-96.5% |
| Participant deferral / active EE | $4,191 | $2,484+68.7% | $3,568+17.5% | $3,470+20.8% |
| Admin fee / account holder | $1,600 | $3,863-58.6% | $4,507-64.5% | $4,887-67.3% |