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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 | $15,227 | $99,345-84.7% | $84,753-82.0% | $273,972-94.4% |
| Participation rate | 88.2% | 80.7%+7.5pp | 76.6%+11.6pp | 83.0%+5.2pp |
| Annual return | 17.86% | 22.93%-5.1pp | 22.78%-4.9pp | 41.46%-23.6pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,650 | $4,270+102.6% | $3,712+133.0% | $5,287+63.6% |
| Admin fee / account holder | $481 | $6,645-92.8% | $5,333-91.0% | $10,133-95.3% |