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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 | $5,265 | $57,590-90.9% | $86,233-93.9% | $82,448-93.6% |
| Participation rate | 87.8% | 57.9%+29.9pp | 69.0%+18.8pp | 68.1%+19.7pp |
| Annual return | 18.29% | 22.41%-4.1pp | 61.39%-43.1pp | 41.64%-23.4pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,109 | $3,080-31.5% | $4,559-53.8% | $4,139-49.1% |
| Admin fee / account holder | $780 | $4,730-83.5% | $8,342-90.7% | $7,234-89.2% |