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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 | $12,475 | $86,050-85.5% | $189,758-93.4% | $94,015-86.7% |
| Participation rate | 81.5% | 68.9%+12.6pp | 79.8%+1.7pp | 70.8%+10.7pp |
| Annual return | 16.27% | 17.77%-1.5pp | 52.62%-36.4pp | 17.84%-1.6pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,748 | $3,349-47.8% | $5,856-70.2% | $4,249-58.9% |
| Admin fee / account holder | $348 | $6,627-94.8% | $20,388-98.3% | $8,951-96.1% |