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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 | $2,310 | $81,276-97.2% | $155,574-98.5% | $80,925-97.1% |
| Participation rate | 82.5% | 66.2%+16.2pp | 78.2%+4.2pp | 67.7%+14.8pp |
| Annual return | 16.52% | 33.36%-16.8pp | 64.87%-48.3pp | 35.65%-19.1pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,322 | $3,453-61.7% | $5,629-76.5% | $4,299-69.2% |
| Admin fee / account holder | $326 | $7,993-95.9% | $15,914-98.0% | $6,940-95.3% |