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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 | $75,807-88.9% | $116,096-92.8% | $86,983-90.4% |
| Participation rate | 97.1% | 66.9%+30.3pp | 73.3%+23.8pp | 69.5%+27.6pp |
| Annual return | 14.82% | 18.57%-3.7pp | 326.25%-311.4pp | 25.83%-11.0pp |
| Employer contribution / active EE | $0 | $1,892-100.0% | $2,503-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,661 | $3,212-17.1% | $3,952-32.7% | $4,194-36.5% |
| Admin fee / account holder | $359 | $6,659-94.6% | $7,704-95.3% | $7,856-95.4% |