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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 | $13,857 | $90,400-84.7% | $186,193-92.6% | $87,485-84.2% |
| Participation rate | 80.5% | 66.2%+14.3pp | 77.1%+3.4pp | 68.9%+11.6pp |
| Annual return | 15.36% | 22.15%-6.8pp | 78.03%-62.7pp | 26.06%-10.7pp |
| Employer contribution / active EE | $0 | $2,170-100.0% | $3,918-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,852 | $4,330-34.1% | $6,513-56.2% | $4,274-33.3% |
| Admin fee / account holder | $1,051 | $8,673-87.9% | $11,058-90.5% | $7,775-86.5% |