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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 | $4,595 | $61,125-92.5% | $94,057-95.1% | $87,485-94.7% |
| Participation rate | 83.7% | 64.1%+19.7pp | 73.3%+10.4pp | 68.9%+14.8pp |
| Annual return | 17.18% | 35.20%-18.0pp | 480.62%-463.4pp | 26.06%-8.9pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,459 | $3,260-55.2% | $4,709-69.0% | $4,274-65.9% |
| Admin fee / account holder | $359 | $5,629-93.6% | $7,244-95.0% | $7,775-95.4% |