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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 | $8,783 | $77,908-88.7% | $149,696-94.1% | $75,173-88.3% |
| Participation rate | 76.2% | 65.6%+10.6pp | 78.8%-2.6pp | 67.2%+9.0pp |
| Annual return | 22.51% | 31.73%-9.2pp | 134.46%-112.0pp | 160.72%-138.2pp |
| Employer contribution / active EE | $0 | $3,138-100.0% | $4,821-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,962 | $3,411-42.5% | $5,682-65.5% | $4,126-52.5% |
| Admin fee / account holder | $784 | $5,950-86.8% | $13,212-94.1% | $5,651-86.1% |