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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 | $16,956 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 83.9% | 75.6%+8.2pp | 82.1%+1.8pp | 68.1%+15.8pp |
| Annual return | 17.63% | 27.59%-10.0pp | 66.58%-48.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,970 | $6,519-8.4% | $7,897-24.4% | $4,139+44.2% |
| Admin fee / account holder | $1,419 | $8,390-83.1% | $13,129-89.2% | $7,234-80.4% |