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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 | $4,536 | $73,107-93.8% | $114,563-96.0% | $87,485-94.8% |
| Participation rate | 71.2% | 65.8%+5.4pp | 72.9%-1.7pp | 68.9%+2.3pp |
| Annual return | 18.51% | 19.47%-1.0pp | 241.09%-222.6pp | 26.06%-7.6pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,104 | $3,144-33.1% | $4,142-49.2% | $4,274-50.8% |
| Admin fee / account holder | $1,080 | $5,770-81.3% | $7,623-85.8% | $7,775-86.1% |