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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 | $23,021 | $106,749-78.4% | $145,433-84.2% | $82,448-72.1% |
| Participation rate | 92.1% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.0pp |
| Annual return | 14.80% | 27.59%-12.8pp | 66.58%-51.8pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,843 | $6,519-56.4% | $7,897-64.0% | $4,139-31.3% |
| Admin fee / account holder | $2,811 | $8,390-66.5% | $13,129-78.6% | $7,234-61.1% |