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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 | $4,688 | $66,431-92.9% | $109,916-95.7% | $85,851-94.5% |
| Participation rate | 92.7% | 63.9%+28.8pp | 74.2%+18.5pp | 69.3%+23.4pp |
| Annual return | 11.93% | 19.59%-7.7pp | 29.46%-17.5pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $1,688-100.0% | $2,844-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,177 | $2,844-23.5% | $4,047-46.2% | $3,952-44.9% |
| Admin fee / account holder | $385 | $4,559-91.6% | $6,069-93.7% | $6,261-93.9% |