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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 | $6,270 | $61,125-89.7% | $94,057-93.3% | $87,485-92.8% |
| Participation rate | 92.9% | 64.1%+28.8pp | 73.3%+19.5pp | 68.9%+23.9pp |
| Annual return | 14.92% | 35.20%-20.3pp | 480.62%-465.7pp | 26.06%-11.1pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,057 | $3,260-36.9% | $4,709-56.3% | $4,274-51.9% |
| Admin fee / account holder | $325 | $5,629-94.2% | $7,244-95.5% | $7,775-95.8% |