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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 | $2,496 | $57,590-95.7% | $86,233-97.1% | $82,448-97.0% |
| Participation rate | 75.0% | 57.9%+17.1pp | 69.0%+6.0pp | 68.1%+6.9pp |
| Annual return | 18.04% | 22.41%-4.4pp | 61.39%-43.3pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,285 | $3,080-58.3% | $4,559-71.8% | $4,139-69.0% |
| Admin fee / account holder | $1,024 | $4,730-78.3% | $8,342-87.7% | $7,234-85.8% |