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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 | $10,061 | $58,523-82.8% | $99,475-89.9% | $72,975-86.2% |
| Participation rate | 94.4% | 64.6%+29.8pp | 73.8%+20.6pp | 69.5%+25.0pp |
| Annual return | 24.49% | 28.51%-4.0pp | 30.72%-6.2pp | 81.01%-56.5pp |
| Employer contribution / active EE | $0 | $1,512-100.0% | $2,540-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,941 | $2,606+166.3% | $3,619+91.8% | $3,608+92.4% |
| Admin fee / account holder | $2,123 | $4,102-48.2% | $6,252-66.0% | $5,124-58.6% |