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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 | $23,457 | $167,415-86.0% | $140,514-83.3% | $198,609-88.2% |
| Participation rate | 82.6% | 80.9%+1.7pp | 77.8%+4.8pp | 82.4%+0.2pp |
| Annual return | 19.11% | 13.85%+5.3pp | 14.36%+4.8pp | 202.70%-183.6pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,188 | $5,579-24.9% | $4,919-14.9% | $6,977-40.0% |
| Admin fee / account holder | $1,523 | $16,730-90.9% | $13,697-88.9% | $19,030-92.0% |