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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 | $5,707 | $57,590-90.1% | $86,233-93.4% | $82,448-93.1% |
| Participation rate | 84.6% | 57.9%+26.8pp | 69.0%+15.6pp | 68.1%+16.5pp |
| Annual return | 20.70% | 22.41%-1.7pp | 61.39%-40.7pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,979 | $3,080-3.3% | $4,559-34.6% | $4,139-28.0% |
| Admin fee / account holder | $639 | $4,730-86.5% | $8,342-92.3% | $7,234-91.2% |