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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 | $6,542 | $77,896-91.6% | $134,172-95.1% | $82,448-92.1% |
| Participation rate | 84.6% | 62.8%+21.8pp | 72.5%+12.1pp | 68.1%+16.5pp |
| Annual return | 17.92% | 18.21%-0.3pp | 25.30%-7.4pp | 41.64%-23.7pp |
| Employer contribution / active EE | $0 | $2,159-100.0% | $3,420-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,525 | $3,162-20.1% | $4,690-46.2% | $4,139-39.0% |
| Admin fee / account holder | $1,183 | $6,336-81.3% | $12,016-90.2% | $7,234-83.6% |