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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 | $5,640 | $161,352-96.5% | $134,172-95.8% | $137,256-95.9% |
| Participation rate | 76.9% | 78.3%-1.4pp | 72.5%+4.5pp | 80.0%-3.0pp |
| Annual return | 22.28% | 28.72%-6.4pp | 25.30%-3.0pp | 220.34%-198.1pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,420-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,294 | $5,552-58.7% | $4,690-51.1% | $6,407-64.2% |
| Admin fee / account holder | $345 | $15,028-97.7% | $12,016-97.1% | $12,270-97.2% |