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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 | $136,860-82.9% | $120,344-80.5% | $154,746-84.8% |
| Participation rate | 82.6% | 79.9%+2.7pp | 76.7%+5.9pp | 80.7%+1.9pp |
| Annual return | 19.11% | 21.38%-2.3pp | 20.30%-1.2pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,533-100.0% | $3,020-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,188 | $5,793-27.7% | $5,135-18.4% | $6,730-37.8% |
| Admin fee / account holder | $1,523 | $15,393-90.1% | $12,742-88.0% | $14,365-89.4% |