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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 | $19,131 | $52,884-63.8% | $84,753-77.4% | $55,167-65.3% |
| Participation rate | 74.3% | 67.5%+6.7pp | 76.6%-2.3pp | 69.0%+5.3pp |
| Annual return | 9.66% | 18.03%-8.4pp | 22.78%-13.1pp | 169.23%-159.6pp |
| Employer contribution / active EE | -$0 | $2,233-100.0% | $3,574-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,015 | $2,644-23.8% | $3,712-45.7% | $3,054-34.0% |
| Admin fee / account holder | $1,122 | $581+93.1% | $5,333-79.0% | $504+122.6% |