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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 | $4,677 | $77,814-94.0% | $158,223-97.0% | $86,983-94.6% |
| Participation rate | 78.1% | 68.4%+9.7pp | 79.2%-1.1pp | 69.5%+8.6pp |
| Annual return | 15.09% | 30.54%-15.5pp | 52.09%-37.0pp | 25.83%-10.7pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,417 | $3,270-56.7% | $5,467-74.1% | $4,194-66.2% |
| Admin fee / account holder | $310 | $5,879-94.7% | $16,047-98.1% | $7,856-96.1% |