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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 | $27,858 | $78,428-64.5% | $95,960-71.0% | $79,852-65.1% |
| Participation rate | 87.3% | 73.5%+13.8pp | 77.1%+10.2pp | 69.6%+17.7pp |
| Annual return | 17.92% | 19.37%-1.5pp | 91.63%-73.7pp | 31.72%-13.8pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,714 | $3,440+8.0% | $4,167-10.9% | $3,740-0.7% |
| Admin fee / account holder | $678 | $5,622-87.9% | $6,797-90.0% | $5,306-87.2% |