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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 | $5,205 | $76,407-93.2% | $150,298-96.5% | $82,448-93.7% |
| Participation rate | 94.3% | 66.4%+27.9pp | 77.8%+16.5pp | 68.1%+26.2pp |
| Annual return | 15.72% | 39.99%-24.3pp | 62.79%-47.1pp | 41.64%-25.9pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,771 | $3,214+48.4% | $5,453-12.5% | $4,139+15.2% |
| Admin fee / account holder | $627 | $6,352-90.1% | $14,116-95.6% | $7,234-91.3% |