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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 | $22,266 | $72,404-69.2% | $110,243-79.8% | $64,173-65.3% |
| Participation rate | 80.8% | 73.3%+7.4pp | 79.8%+0.9pp | 69.6%+11.2pp |
| Annual return | -4.68% | -6.29%+1.6pp | 314.76%-319.4pp | 7.63%-12.3pp |
| Employer contribution / active EE | $260 | $2,282-88.6% | $3,827-93.2% | $2,381-89.1% |
| Participant deferral / active EE | $2,528 | $3,469-27.1% | $4,672-45.9% | $3,470-27.1% |
| Admin fee / account holder | $1,620 | $5,664-71.4% | $8,548-81.1% | $4,887-66.9% |