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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 | $20,240 | $78,520-74.2% | $96,576-79.0% | $82,448-75.5% |
| Participation rate | 83.9% | 77.7%+6.1pp | 81.4%+2.4pp | 68.1%+15.8pp |
| Annual return | 24.67% | 41.30%-16.6pp | 38.47%-13.8pp | 41.64%-17.0pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $9,203 | $6,754+36.3% | $7,956+15.7% | $4,139+122.3% |
| Admin fee / account holder | $1,560 | $13,455-88.4% | $11,381-86.3% | $7,234-78.4% |