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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 | $4,386 | $55,930-92.2% | $76,089-94.2% | $80,925-94.6% |
| Participation rate | 84.0% | 62.1%+21.9pp | 69.1%+14.9pp | 67.7%+16.3pp |
| Annual return | 16.41% | 20.58%-4.2pp | 360.94%-344.5pp | 35.65%-19.2pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,690-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,746 | $3,051-42.8% | $4,259-59.0% | $4,299-59.4% |
| Admin fee / account holder | $934 | $5,241-82.2% | $6,418-85.4% | $6,940-86.5% |