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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 | $80,855-78.0% | $153,416-88.4% | $86,983-79.5% |
| Participation rate | 87.1% | 64.1%+23.0pp | 74.3%+12.8pp | 69.5%+17.6pp |
| Annual return | 13.31% | 16.18%-2.9pp | 17.84%-4.5pp | 25.83%-12.5pp |
| Employer contribution / active EE | $0 | $2,308-100.0% | $3,764-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,951 | $3,333-11.4% | $4,723-37.5% | $4,194-29.6% |
| Admin fee / account holder | $725 | $6,908-89.5% | $13,095-94.5% | $7,856-90.8% |