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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 | $7,586 | $58,493-87.0% | $84,021-91.0% | $72,975-89.6% |
| Participation rate | 98.1% | 61.2%+36.8pp | 69.0%+29.1pp | 69.5%+28.6pp |
| Annual return | 19.39% | 28.93%-9.5pp | 71.32%-51.9pp | 81.01%-61.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,662 | $2,394-30.6% | $3,239-48.7% | $3,608-53.9% |
| Admin fee / account holder | $999 | $4,569-78.1% | $6,102-83.6% | $5,124-80.5% |