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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 | $5,294 | $58,627-91.0% | $76,735-93.1% | $82,448-93.6% |
| Participation rate | 90.3% | 63.2%+27.1pp | 69.5%+20.8pp | 68.1%+22.3pp |
| Annual return | 20.38% | 39.10%-18.7pp | 29.77%-9.4pp | 41.64%-21.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,972 | $3,134-5.2% | $4,088-27.3% | $4,139-28.2% |
| Admin fee / account holder | $572 | $5,323-89.3% | $7,189-92.0% | $7,234-92.1% |