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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 | $8,583 | $63,082-86.4% | $81,716-89.5% | $79,852-89.3% |
| Participation rate | 83.1% | 67.5%+15.5pp | 72.0%+11.1pp | 69.6%+13.4pp |
| Annual return | 33.32% | 22.66%+10.7pp | 29.49%+3.8pp | 31.72%+1.6pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,125 | $2,780+12.4% | $7,108-56.0% | $3,740-16.4% |
| Admin fee / account holder | $314 | $4,428-92.9% | $5,159-93.9% | $5,306-94.1% |