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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 | $17,940 | $138,386-87.0% | $184,260-90.3% | $80,935-77.8% |
| Participation rate | 72.6% | 83.9%-11.3pp | 86.8%-14.2pp | 67.7%+4.9pp |
| Annual return | 13.24% | 20.02%-6.8pp | 28.84%-15.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $0 | $4,851-100.0% | $6,427-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,593 | $7,076-35.1% | $9,133-49.7% | $4,299+6.8% |
| Admin fee / account holder | $1,673 | $10,489-84.0% | $13,898-88.0% | $6,924-75.8% |