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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 | $9,992 | $43,730-77.1% | $121,220-91.8% | $64,173-84.4% |
| Participation rate | 79.1% | 58.3%+20.8pp | 71.8%+7.3pp | 69.6%+9.5pp |
| Annual return | 8.82% | 68.94%-60.1pp | 16.94%-8.1pp | 7.63%+1.2pp |
| Employer contribution / active EE | $0 | $1,297-100.0% | $4,023-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,198 | $2,281+127.9% | $3,345+55.4% | $3,470+49.8% |
| Admin fee / account holder | $400 | $3,502-88.6% | $5,021-92.0% | $4,887-91.8% |