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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 | $13,926 | $89,259-84.4% | $107,187-87.0% | $82,637-83.1% |
| Participation rate | 96.0% | 67.9%+28.1pp | 75.0%+21.0pp | 68.1%+27.9pp |
| Annual return | 17.06% | 21.02%-4.0pp | 204.55%-187.5pp | 53.51%-36.4pp |
| Employer contribution / active EE | $0 | $3,080-100.0% | $3,782-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,674 | $4,037-9.0% | $5,096-27.9% | $4,126-11.0% |
| Admin fee / account holder | $3,103 | $7,381-58.0% | $9,162-66.1% | $7,339-57.7% |