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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 | $8,712 | $82,674-89.5% | $125,381-93.1% | $68,486-87.3% |
| Participation rate | 78.8% | 75.1%+3.7pp | 82.4%-3.6pp | 67.9%+10.9pp |
| Annual return | -6.07% | -5.97%-0.1pp | 572.31%-578.4pp | -7.85%+1.8pp |
| Employer contribution / active EE | $663 | $3,382-80.4% | $4,815-86.2% | $2,597-74.5% |
| Participant deferral / active EE | $5,283 | $6,111-13.5% | $7,448-29.1% | $4,028+31.2% |
| Admin fee / account holder | $907 | $6,277-85.5% | $10,007-90.9% | $5,404-83.2% |