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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 | $9,826 | $72,471-86.4% | $94,215-89.6% | $86,983-88.7% |
| Participation rate | 74.2% | 63.9%+10.3pp | 70.0%+4.2pp | 69.5%+4.7pp |
| Annual return | 15.91% | 26.44%-10.5pp | 28.22%-12.3pp | 25.83%-9.9pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,307 | $3,397-32.1% | $4,276-46.0% | $4,194-45.0% |
| Admin fee / account holder | $1,046 | $6,468-83.8% | $10,216-89.8% | $7,856-86.7% |