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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 | $10,777 | $93,345-88.5% | $119,126-91.0% | $87,485-87.7% |
| Participation rate | 92.6% | 68.7%+23.9pp | 75.8%+16.8pp | 68.9%+23.7pp |
| Annual return | 17.24% | 19.08%-1.8pp | 282.11%-264.9pp | 26.06%-8.8pp |
| Employer contribution / active EE | $0 | $3,172-100.0% | $4,034-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,227 | $4,099-21.3% | $5,318-39.3% | $4,274-24.5% |
| Admin fee / account holder | $809 | $8,039-89.9% | $10,693-92.4% | $7,775-89.6% |