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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 | $9,549 | $56,484-83.1% | $169,452-94.4% | $64,173-85.1% |
| Participation rate | 72.5% | 64.5%+8.0pp | 77.8%-5.3pp | 69.6%+2.9pp |
| Annual return | 4.25% | -1.55%+5.8pp | 1.83%+2.4pp | 7.63%-3.4pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,157-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,346 | $3,448+55.0% | $5,277+1.3% | $3,470+54.1% |
| Admin fee / account holder | $1,013 | $4,174-75.7% | $9,110-88.9% | $4,887-79.3% |