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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 | $8,402 | $64,920-87.1% | $103,693-91.9% | $86,983-90.3% |
| Participation rate | 88.9% | 63.6%+25.3pp | 72.6%+16.2pp | 69.5%+19.3pp |
| Annual return | 13.01% | 30.29%-17.3pp | 47.61%-34.6pp | 25.83%-12.8pp |
| Employer contribution / active EE | $0 | $2,141-100.0% | $2,920-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,827 | $3,241-43.6% | $4,579-60.1% | $4,194-56.4% |
| Admin fee / account holder | $538 | $6,191-91.3% | $7,858-93.2% | $7,856-93.1% |