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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 | $3,796 | $95,404-96.0% | $113,397-96.7% | $82,637-95.4% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.5%+1.3pp | 68.1%+9.7pp |
| Annual return | 15.95% | 19.08%-3.1pp | 23.20%-7.3pp | 53.51%-37.6pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,130 | $4,220-49.5% | $5,076-58.0% | $4,126-48.4% |
| Admin fee / account holder | $569 | $9,168-93.8% | $11,957-95.2% | $7,339-92.3% |