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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 | $5,265 | $71,215-92.6% | $93,696-94.4% | $80,935-93.5% |
| Participation rate | 80.0% | 60.4%+19.6pp | 68.7%+11.3pp | 67.7%+12.3pp |
| Annual return | 11.90% | 11.27%+0.6pp | 133.74%-121.8pp | 35.66%-23.8pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,422-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,688 | $4,037-33.4% | $4,417-39.1% | $4,299-37.5% |
| Admin fee / account holder | $1,817 | $6,958-73.9% | $8,287-78.1% | $6,924-73.8% |