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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 | $3,917 | $124,980-96.9% | $108,359-96.4% | $154,746-97.5% |
| Participation rate | 95.2% | 75.2%+20.1pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 19.21% | 45.00%-25.8pp | 36.89%-17.7pp | 172.34%-153.1pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,462 | $4,743-48.1% | $4,137-40.5% | $6,730-63.4% |
| Admin fee / account holder | $466 | $11,502-96.0% | $9,741-95.2% | $14,365-96.8% |