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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 | $11,571 | $67,411-82.8% | $91,004-87.3% | $70,126-83.5% |
| Participation rate | 84.1% | 71.4%+12.8pp | 75.6%+8.5pp | 69.5%+14.6pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,370 | $2,823-51.5% | $3,548-61.4% | $3,332-58.9% |
| Admin fee / account holder | $799 | $4,236-81.1% | $5,417-85.3% | $4,645-82.8% |