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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 | $7,703 | $74,535-89.7% | $100,712-92.4% | $82,637-90.7% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.3%+14.5pp | 68.1%+15.7pp |
| Annual return | 68.86% | 18.92%+49.9pp | 33.27%+35.6pp | 53.51%+15.4pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,506 | $3,074+46.6% | $4,085+10.3% | $4,126+9.2% |
| Admin fee / account holder | $601 | $6,576-90.9% | $9,256-93.5% | $7,339-91.8% |