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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 | $11,647 | $73,787-84.2% | $98,716-88.2% | $82,448-85.9% |
| Participation rate | 76.2% | 61.4%+14.8pp | 69.3%+6.9pp | 68.1%+8.1pp |
| Annual return | 18.84% | 18.57%+0.3pp | 31.81%-13.0pp | 41.64%-22.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,420 | $3,081+43.4% | $4,048+9.2% | $4,139+6.8% |
| Admin fee / account holder | $1,689 | $6,500-74.0% | $8,703-80.6% | $7,234-76.6% |