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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 | $15,571 | $95,904-83.8% | $173,730-91.0% | $64,340-75.8% |
| Participation rate | 88.3% | 60.6%+27.6pp | 79.6%+8.7pp | 55.2%+33.0pp |
| Annual return | 22.70% | 17.47%+5.2pp | 19.96%+2.7pp | 24.14%-1.4pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $4,577-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $5,549 | $3,488+59.1% | $6,326-12.3% | $2,980+86.2% |
| Admin fee / account holder | $1,974 | $5,089-61.2% | $17,523-88.7% | $3,703-46.7% |