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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 | $15,767 | $80,985-80.5% | $96,576-83.7% | $75,181-79.0% |
| Participation rate | 98.2% | 71.8%+26.5pp | 76.0%+22.3pp | 67.2%+31.0pp |
| Annual return | 14.54% | 27.05%-12.5pp | 25.87%-11.3pp | 160.69%-146.1pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,713 | $3,929-30.9% | $4,851-44.1% | $4,126-34.2% |
| Admin fee / account holder | $310 | $6,719-95.4% | $8,253-96.2% | $5,650-94.5% |