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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 | $13,970 | $86,949-83.9% | $102,460-86.4% | $80,959-82.7% |
| Participation rate | 84.9% | 72.4%+12.5pp | 76.5%+8.4pp | 67.7%+17.2pp |
| Annual return | 12.59% | 18.89%-6.3pp | 29.47%-16.9pp | 35.67%-23.1pp |
| Employer contribution / active EE | $58 | $2,370-97.5% | $3,025-98.1% | $2,757-97.9% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,174 | $8,048-85.4% | $9,460-87.6% | $6,925-83.0% |