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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 | $28,609 | $78,707-63.7% | $117,861-75.7% | $70,126-59.2% |
| Participation rate | 92.2% | 73.2%+19.0pp | 79.7%+12.5pp | 69.5%+22.6pp |
| Annual return | 20.36% | 23.30%-2.9pp | 335.11%-314.7pp | 73.15%-52.8pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,210 | $3,297-2.7% | $4,482-28.4% | $3,332-3.7% |
| Admin fee / account holder | $723 | $5,066-85.7% | $8,021-91.0% | $4,645-84.4% |