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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 | $3,880 | $55,902-93.1% | $76,030-94.9% | $80,959-95.2% |
| Participation rate | 92.3% | 62.1%+30.2pp | 69.1%+23.2pp | 67.7%+24.6pp |
| Annual return | 12.55% | 20.59%-8.0pp | 361.54%-349.0pp | 35.67%-23.1pp |
| Employer contribution / active EE | $0 | $1,867-100.0% | $2,688-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,572 | $3,051-15.7% | $4,257-39.6% | $4,300-40.2% |
| Admin fee / account holder | $560 | $5,239-89.3% | $6,421-91.3% | $6,925-91.9% |