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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 | $15,820 | $88,672-82.2% | $105,223-85.0% | $82,448-80.8% |
| Participation rate | 93.2% | 67.9%+25.2pp | 75.0%+18.1pp | 68.1%+25.1pp |
| Annual return | 17.82% | 30.86%-13.0pp | 180.65%-162.8pp | 41.64%-23.8pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,760 | $4,036-6.8% | $5,072-25.9% | $4,139-9.2% |
| Admin fee / account holder | $1,469 | $7,146-79.4% | $8,859-83.4% | $7,234-79.7% |