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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 | $3,699 | $88,672-95.8% | $105,223-96.5% | $82,448-95.5% |
| Participation rate | 88.6% | 67.9%+20.6pp | 75.0%+13.5pp | 68.1%+20.5pp |
| Annual return | 20.71% | 30.86%-10.1pp | 180.65%-159.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,085 | $4,036-48.4% | $5,072-58.9% | $4,139-49.6% |
| Admin fee / account holder | $927 | $7,146-87.0% | $8,859-89.5% | $7,234-87.2% |