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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 | $60,442-93.2% | $96,754-95.8% | $87,485-95.3% |
| Participation rate | 79.2% | 58.7%+20.5pp | 70.3%+9.0pp | 68.9%+10.3pp |
| Annual return | 14.86% | 21.97%-7.1pp | 82.04%-67.2pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,241 | $3,280-62.2% | $4,758-73.9% | $4,274-71.0% |
| Admin fee / account holder | $435 | $5,069-91.4% | $8,905-95.1% | $7,775-94.4% |