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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 | $8,323 | $77,574-89.3% | $108,753-92.3% | $86,983-90.4% |
| Participation rate | 98.9% | 62.3%+36.6pp | 71.1%+27.8pp | 69.5%+29.3pp |
| Annual return | 23.25% | 18.42%+4.8pp | 37.47%-14.2pp | 25.83%-2.6pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,951 | $3,128-5.7% | $4,115-28.3% | $4,194-29.6% |
| Admin fee / account holder | $1,142 | $6,529-82.5% | $10,320-88.9% | $7,856-85.5% |