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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 | $13,291 | $123,000-89.2% | $105,582-87.4% | $198,609-93.3% |
| Participation rate | 94.4% | 76.8%+17.7pp | 71.8%+22.7pp | 82.4%+12.1pp |
| Annual return | 17.99% | 18.31%-0.3pp | 18.61%-0.6pp | 202.70%-184.7pp |
| Employer contribution / active EE | $0 | $3,582-100.0% | $2,984-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,983 | $5,013-40.5% | $4,353-31.5% | $6,977-57.2% |
| Admin fee / account holder | $334 | $16,254-97.9% | $12,856-97.4% | $19,030-98.2% |