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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 | $5,347 | $75,541-92.9% | $152,093-96.5% | $82,637-93.5% |
| Participation rate | 97.6% | 66.5%+31.0pp | 77.8%+19.8pp | 68.1%+29.5pp |
| Annual return | 16.38% | 32.56%-16.2pp | 66.36%-50.0pp | 53.51%-37.1pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,823 | $3,206-43.1% | $5,451-66.6% | $4,126-55.8% |
| Admin fee / account holder | $643 | $6,405-90.0% | $14,497-95.6% | $7,339-91.2% |