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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 | $11,862 | $81,457-85.4% | $103,378-88.5% | $80,911-85.3% |
| Participation rate | 80.5% | 66.8%+13.6pp | 74.5%+6.0pp | 67.6%+12.8pp |
| Annual return | 10.68% | 25.58%-14.9pp | 24.91%-14.2pp | 35.63%-24.9pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,689 | $3,871-30.5% | $5,058-46.8% | $4,297-37.4% |
| Admin fee / account holder | $988 | $6,717-85.3% | $8,401-88.2% | $6,935-85.8% |