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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 | $29,453 | $100,194-70.6% | $122,979-76.1% | $86,983-66.1% |
| Participation rate | 94.1% | 73.0%+21.1pp | 77.2%+16.9pp | 69.5%+24.6pp |
| Annual return | 28.06% | 16.47%+11.6pp | 20.12%+7.9pp | 25.83%+2.2pp |
| Employer contribution / active EE | $0 | $2,326-100.0% | $3,062-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $10,014 | $4,133+142.3% | $5,003+100.2% | $4,194+138.8% |
| Admin fee / account holder | $583 | $10,148-94.3% | $12,864-95.5% | $7,856-92.6% |