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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 | $12,102 | $106,524-88.6% | $152,301-92.1% | $87,485-86.2% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.4%+7.6pp | 68.9%+21.1pp |
| Annual return | 16.53% | 26.89%-10.4pp | 80.50%-64.0pp | 26.06%-9.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,321 | $6,525-33.8% | $8,004-46.0% | $4,274+1.1% |
| Admin fee / account holder | $1,004 | $8,287-87.9% | $14,398-93.0% | $7,775-87.1% |