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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 | $12,587 | $67,411-81.3% | $91,004-86.2% | $70,126-82.1% |
| Participation rate | 88.4% | 71.4%+17.0pp | 75.6%+12.8pp | 69.5%+18.8pp |
| Annual return | 15.21% | -40.16%+55.4pp | 4.60%+10.6pp | 73.15%-57.9pp |
| Employer contribution / active EE | $0 | $1,786-100.0% | $2,456-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,714 | $2,823-39.3% | $3,548-51.7% | $3,332-48.6% |
| Admin fee / account holder | $502 | $4,236-88.2% | $5,417-90.7% | $4,645-89.2% |