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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 | $13,595 | $81,487-83.3% | $102,412-86.7% | $80,935-83.2% |
| Participation rate | 88.5% | 66.8%+21.6pp | 74.5%+14.0pp | 67.7%+20.8pp |
| Annual return | 13.92% | 25.60%-11.7pp | 24.94%-11.0pp | 35.66%-21.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $3,870-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,575 | $3,871+18.2% | $5,060-9.6% | $4,299+6.4% |
| Admin fee / account holder | $2,373 | $6,717-64.7% | $8,388-71.7% | $6,924-65.7% |