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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 | $5,169 | $76,407-93.2% | $150,298-96.6% | $82,448-93.7% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 15.34% | 39.99%-24.7pp | 62.79%-47.4pp | 41.64%-26.3pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,792 | $3,214-44.3% | $5,453-67.1% | $4,139-56.7% |
| Admin fee / account holder | $1,683 | $6,352-73.5% | $14,116-88.1% | $7,234-76.7% |