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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 | $74,535-88.8% | $100,712-91.7% | $82,637-89.9% |
| Participation rate | 98.9% | 61.2%+37.7pp | 69.3%+29.6pp | 68.1%+30.8pp |
| Annual return | 23.25% | 18.92%+4.3pp | 33.27%-10.0pp | 53.51%-30.3pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,951 | $3,074-4.0% | $4,085-27.8% | $4,126-28.5% |
| Admin fee / account holder | $1,142 | $6,576-82.6% | $9,256-87.7% | $7,339-84.4% |