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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 | $16,355 | $96,731-83.1% | $123,973-86.8% | $86,983-81.2% |
| Participation rate | 86.7% | 70.0%+16.6pp | 76.7%+10.0pp | 69.5%+17.1pp |
| Annual return | 19.79% | 17.33%+2.5pp | 388.13%-368.3pp | 25.83%-6.0pp |
| Employer contribution / active EE | $0 | $3,297-100.0% | $4,126-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,672 | $4,152-11.6% | $5,247-30.0% | $4,194-12.5% |
| Admin fee / account holder | $642 | $8,722-92.6% | $11,799-94.6% | $7,856-91.8% |