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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 | $9,163 | $81,276-88.7% | $155,574-94.1% | $80,925-88.7% |
| Participation rate | 81.6% | 66.2%+15.3pp | 78.2%+3.4pp | 67.7%+13.9pp |
| Annual return | 15.14% | 33.36%-18.2pp | 64.87%-49.7pp | 35.65%-20.5pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,131 | $3,453-9.3% | $5,629-44.4% | $4,299-27.2% |
| Admin fee / account holder | $338 | $7,993-95.8% | $15,914-97.9% | $6,940-95.1% |