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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 | $19,722 | $72,486-72.8% | $87,103-77.4% | $72,976-73.0% |
| Participation rate | 92.9% | 72.8%+20.0pp | 76.9%+16.0pp | 69.5%+23.4pp |
| Annual return | 29.55% | 24.46%+5.1pp | 28.19%+1.4pp | 81.02%-51.5pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $9,891 | $3,270+202.5% | $4,049+144.3% | $3,608+174.2% |
| Admin fee / account holder | $4,663 | $5,055-7.7% | $7,491-37.8% | $5,124-9.0% |