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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 | $4,090 | $57,590-92.9% | $86,233-95.3% | $82,448-95.0% |
| Participation rate | 79.2% | 57.9%+21.4pp | 69.0%+10.2pp | 68.1%+11.2pp |
| Annual return | 14.86% | 22.41%-7.6pp | 61.39%-46.5pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,241 | $3,080-59.7% | $4,559-72.8% | $4,139-70.0% |
| Admin fee / account holder | $435 | $4,730-90.8% | $8,342-94.8% | $7,234-94.0% |