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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 | $16,436 | $69,590-76.4% | $136,867-88.0% | $94,015-82.5% |
| Participation rate | 73.8% | 66.3%+7.5pp | 74.5%-0.7pp | 70.8%+3.0pp |
| Annual return | 20.24% | 19.62%+0.6pp | 42.97%-22.7pp | 17.84%+2.4pp |
| Employer contribution / active EE | $0 | $2,396-100.0% | $3,547-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,418 | $3,437-29.6% | $4,924-50.9% | $4,249-43.1% |
| Admin fee / account holder | $312 | $8,912-96.5% | $10,340-97.0% | $8,951-96.5% |