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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 | $13,080 | $99,875-86.9% | $146,866-91.1% | $86,983-85.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.5%+7.5pp | 69.5%+20.5pp |
| Annual return | 21.61% | 28.10%-6.5pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $0 | $3,224-100.0% | $4,425-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,856 | $6,322-39.0% | $7,759-50.3% | $4,194-8.1% |
| Admin fee / account holder | $1,396 | $7,838-82.2% | $13,620-89.8% | $7,856-82.2% |