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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 | $5,254 | $59,839-91.2% | $81,991-93.6% | $79,852-93.4% |
| Participation rate | 76.6% | 61.6%+14.9pp | 69.3%+7.3pp | 69.6%+6.9pp |
| Annual return | 23.21% | 17.56%+5.7pp | 41.31%-18.1pp | 31.72%-8.5pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,520 | $2,695-43.6% | $3,722-59.2% | $3,740-59.4% |
| Admin fee / account holder | $397 | $4,287-90.7% | $5,665-93.0% | $5,306-92.5% |