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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 | $4,261 | $79,955-94.7% | $98,461-95.7% | $75,173-94.3% |
| Participation rate | 88.9% | 70.4%+18.5pp | 75.2%+13.7pp | 67.2%+21.7pp |
| Annual return | 21.84% | 19.75%+2.1pp | 21.17%+0.7pp | 160.72%-138.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,042 | $3,752-45.6% | $4,738-56.9% | $4,126-50.5% |
| Admin fee / account holder | $384 | $6,841-94.4% | $8,961-95.7% | $5,651-93.2% |