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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 | $9,074 | $76,371-88.1% | $93,621-90.3% | $72,976-87.6% |
| Participation rate | 89.5% | 71.8%+17.7pp | 75.8%+13.6pp | 69.5%+20.0pp |
| Annual return | 23.86% | 25.82%-2.0pp | 32.76%-8.9pp | 81.02%-57.2pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,069 | $3,538-41.5% | $4,070-49.2% | $3,608-42.6% |
| Admin fee / account holder | $1,928 | $6,839-71.8% | $7,890-75.6% | $5,124-62.4% |