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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 | $10,376 | $81,476-87.3% | $102,383-89.9% | $80,925-87.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 12.88% | 25.59%-12.7pp | 24.94%-12.1pp | 35.65%-22.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,556 | $3,871+43.5% | $5,060+9.8% | $4,299+29.3% |
| Admin fee / account holder | $1,500 | $6,717-77.7% | $8,391-82.1% | $6,940-78.4% |