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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 | $8,716 | $78,428-88.9% | $95,960-90.9% | $79,852-89.1% |
| Participation rate | 94.9% | 73.5%+21.4pp | 77.1%+17.8pp | 69.6%+25.3pp |
| Annual return | 19.15% | 19.37%-0.2pp | 91.63%-72.5pp | 31.72%-12.6pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,769 | $3,440-48.6% | $4,167-57.5% | $3,740-52.7% |
| Admin fee / account holder | $799 | $5,622-85.8% | $6,797-88.2% | $5,306-84.9% |