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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 | $75,541-93.8% | $152,093-96.9% | $82,637-94.3% |
| Participation rate | 78.1% | 66.5%+11.6pp | 77.8%+0.4pp | 68.1%+10.1pp |
| Annual return | 15.09% | 32.56%-17.5pp | 66.36%-51.3pp | 53.51%-38.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,417 | $3,206-55.8% | $5,451-74.0% | $4,126-65.7% |
| Admin fee / account holder | $310 | $6,405-95.2% | $14,497-97.9% | $7,339-95.8% |