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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 | $33,519 | $115,931-71.1% | $185,441-81.9% | $86,983-61.5% |
| Participation rate | 75.8% | 73.6%+2.1pp | 80.3%-4.5pp | 69.5%+6.2pp |
| Annual return | 11.28% | 21.47%-10.2pp | 20.16%-8.9pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $2,937-100.0% | $4,672-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,579 | $4,551-43.3% | $6,152-58.1% | $4,194-38.5% |
| Admin fee / account holder | $797 | $10,687-92.5% | $17,890-95.5% | $7,856-89.8% |