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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 | $12,754 | $67,411-81.1% | $91,004-86.0% | $70,126-81.8% |
| Participation rate | 76.7% | 71.4%+5.4pp | 75.6%+1.1pp | 69.5%+7.2pp |
| Annual return | 16.78% | -40.16%+56.9pp | 4.60%+12.2pp | 73.15%-56.4pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,229 | $2,823-21.0% | $3,548-37.2% | $3,332-33.1% |
| Admin fee / account holder | $1,393 | $4,236-67.1% | $5,417-74.3% | $4,645-70.0% |