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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 | $6,466 | $63,845-89.9% | $81,370-92.1% | $80,959-92.0% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.5%+26.6pp | 67.7%+28.5pp |
| Annual return | 11.29% | 16.37%-5.1pp | 24.85%-13.6pp | 35.67%-24.4pp |
| Employer contribution / active EE | $0 | $1,980-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,859 | $3,093-39.9% | $3,885-52.2% | $4,300-56.8% |
| Admin fee / account holder | $681 | $5,688-88.0% | $5,749-88.2% | $6,925-90.2% |