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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 | $6,705 | $78,027-91.4% | $178,528-96.2% | $80,925-91.7% |
| Participation rate | 90.3% | 65.7%+24.6pp | 77.1%+13.2pp | 67.7%+22.7pp |
| Annual return | 13.16% | 18.09%-4.9pp | 27.11%-13.9pp | 35.65%-22.5pp |
| Employer contribution / active EE | $0 | $2,281-100.0% | $3,950-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,543 | $4,408-42.3% | $6,278-59.5% | $4,299-40.9% |
| Admin fee / account holder | $680 | $7,168-90.5% | $10,419-93.5% | $6,940-90.2% |