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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 | $18,462 | $65,704-71.9% | $94,229-80.4% | $59,633-69.0% |
| Participation rate | 85.5% | 72.1%+13.3pp | 78.8%+6.7pp | 68.7%+16.8pp |
| Annual return | 1.30% | 5.22%-3.9pp | 10.68%-9.4pp | 2041.45%-2040.1pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,237 | $3,143-28.8% | $4,320-48.2% | $3,192-29.9% |
| Admin fee / account holder | $4,241 | $4,265-0.5% | $6,269-32.3% | $4,297-1.3% |