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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 | $14,294 | $146,267-90.2% | $197,124-92.7% | $82,448-82.7% |
| Participation rate | 88.2% | 84.0%+4.2pp | 86.7%+1.5pp | 68.1%+20.2pp |
| Annual return | 16.01% | 29.61%-13.6pp | 44.34%-28.3pp | 41.64%-25.6pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,172 | $7,035-54.9% | $9,135-65.3% | $4,139-23.4% |
| Admin fee / account holder | $1,469 | $14,422-89.8% | $16,298-91.0% | $7,234-79.7% |