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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 | $2,211 | $75,541-97.1% | $152,093-98.5% | $82,637-97.3% |
| Participation rate | 72.0% | 66.5%+5.5pp | 77.8%-5.8pp | 68.1%+3.9pp |
| Annual return | 29.88% | 32.56%-2.7pp | 66.36%-36.5pp | 53.51%-23.6pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,686 | $3,206-47.4% | $5,451-69.1% | $4,126-59.1% |
| Admin fee / account holder | $338 | $6,405-94.7% | $14,497-97.7% | $7,339-95.4% |