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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 | $7,817 | $73,787-89.4% | $98,716-92.1% | $82,448-90.5% |
| Participation rate | 81.3% | 61.4%+19.8pp | 69.3%+12.0pp | 68.1%+13.2pp |
| Annual return | 17.95% | 18.57%-0.6pp | 31.81%-13.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,707 | $3,081-12.2% | $4,048-33.1% | $4,139-34.6% |
| Admin fee / account holder | $777 | $6,500-88.0% | $8,703-91.1% | $7,234-89.3% |