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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 | $5,412 | $58,493-90.7% | $84,021-93.6% | $72,975-92.6% |
| Participation rate | 79.4% | 61.2%+18.2pp | 69.0%+10.4pp | 69.5%+9.9pp |
| Annual return | 19.70% | 28.93%-9.2pp | 71.32%-51.6pp | 81.01%-61.3pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,688 | $2,394+12.3% | $3,239-17.0% | $3,608-25.5% |
| Admin fee / account holder | $635 | $4,569-86.1% | $6,102-89.6% | $5,124-87.6% |