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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 | $17,825 | $79,894-77.7% | $135,792-86.9% | $82,637-78.4% |
| Participation rate | 87.1% | 63.0%+24.1pp | 72.6%+14.5pp | 68.1%+19.0pp |
| Annual return | 13.31% | 17.20%-3.9pp | 25.96%-12.7pp | 53.51%-40.2pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,951 | $3,194-7.6% | $4,759-38.0% | $4,126-28.5% |
| Admin fee / account holder | $725 | $6,434-88.7% | $12,266-94.1% | $7,339-90.1% |