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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 | $18,154 | $101,950-82.2% | $125,529-85.5% | $86,983-79.1% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 15.70% | 18.29%-2.6pp | 202.56%-186.9pp | 25.83%-10.1pp |
| Employer contribution / active EE | $0 | $2,358-100.0% | $3,058-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $4,033 | $3,862+4.4% | $4,813-16.2% | $4,194-3.8% |
| Admin fee / account holder | $1,840 | $12,791-85.6% | $16,298-88.7% | $7,856-76.6% |