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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 | $6,214 | $50,554-87.7% | $67,681-90.8% | $87,485-92.9% |
| Participation rate | 88.9% | 67.7%+21.2pp | 73.7%+15.2pp | 68.9%+20.0pp |
| Annual return | 18.58% | 17.81%+0.8pp | 590.58%-572.0pp | 26.06%-7.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,240 | $2,961-24.4% | $3,976-43.7% | $4,274-47.6% |
| Admin fee / account holder | $743 | $4,132-82.0% | $6,100-87.8% | $7,775-90.4% |