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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 | $9,643 | $65,395-85.3% | $182,558-94.7% | $72,976-86.8% |
| Participation rate | 78.5% | 65.4%+13.0pp | 78.0%+0.5pp | 69.5%+9.0pp |
| Annual return | 29.66% | 27.68%+2.0pp | 148.59%-118.9pp | 81.02%-51.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,213 | $3,563+18.3% | $5,526-23.8% | $3,608+16.8% |
| Admin fee / account holder | $1,095 | $4,245-74.2% | $8,594-87.3% | $5,124-78.6% |