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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 | $106,524-87.7% | $152,301-91.4% | $87,485-85.0% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 21.61% | 26.89%-5.3pp | 80.50%-58.9pp | 26.06%-4.4pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,856 | $6,525-40.9% | $8,004-51.8% | $4,274-9.8% |
| Admin fee / account holder | $1,396 | $8,287-83.2% | $14,398-90.3% | $7,775-82.0% |