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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 | $6,639 | $48,011-86.2% | $63,803-89.6% | $82,637-92.0% |
| Participation rate | 84.0% | 66.6%+17.4pp | 72.7%+11.2pp | 68.1%+15.9pp |
| Annual return | 19.31% | 19.84%-0.5pp | 543.72%-524.4pp | 53.51%-34.2pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,965 | $2,846-31.0% | $3,843-48.9% | $4,126-52.4% |
| Admin fee / account holder | $537 | $3,873-86.1% | $5,196-89.7% | $7,339-92.7% |