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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 | $8,389 | $73,107-88.5% | $114,563-92.7% | $87,485-90.4% |
| Participation rate | 97.1% | 65.8%+31.4pp | 72.9%+24.2pp | 68.9%+28.2pp |
| Annual return | 14.82% | 19.47%-4.6pp | 241.09%-226.3pp | 26.06%-11.2pp |
| Employer contribution / active EE | $0 | $1,881-100.0% | $2,592-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,661 | $3,144-15.3% | $4,142-35.7% | $4,274-37.7% |
| Admin fee / account holder | $359 | $5,770-93.8% | $7,623-95.3% | $7,775-95.4% |