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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 | $3,265 | $57,061-94.3% | $85,063-96.2% | $80,911-96.0% |
| Participation rate | 88.9% | 56.3%+32.5pp | 67.5%+21.4pp | 67.6%+21.2pp |
| Annual return | 11.64% | 21.66%-10.0pp | 66.54%-54.9pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,727-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,011 | $3,110-35.4% | $4,523-55.5% | $4,297-53.2% |
| Admin fee / account holder | $357 | $4,986-92.8% | $6,155-94.2% | $6,935-94.9% |