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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 | $3,789 | $81,358-95.3% | $155,556-97.6% | $80,959-95.3% |
| Participation rate | 77.3% | 66.3%+11.0pp | 78.2%-1.0pp | 67.7%+9.6pp |
| Annual return | 16.54% | 33.39%-16.8pp | 64.84%-48.3pp | 35.67%-19.1pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,328 | $3,455-61.6% | $5,631-76.4% | $4,300-69.1% |
| Admin fee / account holder | $398 | $7,994-95.0% | $15,885-97.5% | $6,925-94.3% |