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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 | $3,586 | $81,331-95.6% | $155,534-97.7% | $80,935-95.6% |
| Participation rate | 73.6% | 66.3%+7.3pp | 78.2%-4.6pp | 67.7%+5.9pp |
| Annual return | 13.71% | 33.37%-19.7pp | 64.92%-51.2pp | 35.66%-22.0pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,956 | $3,454-43.4% | $5,630-65.3% | $4,299-54.5% |
| Admin fee / account holder | $1,340 | $7,999-83.2% | $15,900-91.6% | $6,924-80.6% |