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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 | $13,544 | $76,551-82.3% | $123,894-89.1% | $62,881-78.5% |
| Participation rate | 94.6% | 73.0%+21.7pp | 81.4%+13.2pp | 69.3%+25.3pp |
| Annual return | 0.00% | 18.68%-18.7pp | 47.52%-47.5pp | 20.14%-20.1pp |
| Employer contribution / active EE | $0 | $2,882-100.0% | $4,617-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,365 | $4,840+52.2% | $5,984+23.1% | $3,203+130.0% |
| Admin fee / account holder | $1,358 | $4,826-71.9% | $8,357-83.7% | $4,296-68.4% |