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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 | $12,865 | $65,361-80.3% | $92,903-86.2% | $72,983-82.4% |
| Participation rate | 94.7% | 68.3%+26.4pp | 76.0%+18.7pp | 69.5%+25.2pp |
| Annual return | 19.80% | 42.11%-22.3pp | 109.43%-89.6pp | 81.01%-61.2pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,620 | $3,128+15.7% | $4,238-14.6% | $3,608+0.3% |
| Admin fee / account holder | $786 | $4,251-81.5% | $5,795-86.4% | $5,124-84.7% |