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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 | $16,568 | $60,349-72.5% | $74,184-77.7% | $62,881-73.7% |
| Participation rate | 83.9% | 72.7%+11.1pp | 76.6%+7.3pp | 69.3%+14.6pp |
| Annual return | 7.92% | 21.38%-13.5pp | 17.74%-9.8pp | 20.14%-12.2pp |
| Employer contribution / active EE | $0 | $1,680-100.0% | $2,370-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,039 | $2,856+41.4% | $3,550+13.8% | $3,203+26.1% |
| Admin fee / account holder | $2,469 | $4,261-42.0% | $5,586-55.8% | $4,296-42.5% |