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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 | $4,649 | $62,583-92.6% | $76,767-93.9% | $64,173-92.8% |
| Participation rate | 80.4% | 72.8%+7.6pp | 77.0%+3.5pp | 69.6%+10.9pp |
| Annual return | -5.87% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,504 | $3,145-52.2% | $3,852-61.0% | $3,470-56.7% |
| Admin fee / account holder | $465 | $4,667-90.0% | $6,675-93.0% | $4,887-90.5% |