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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 | $19,025 | $93,598-79.7% | $135,974-86.0% | $75,173-74.7% |
| Participation rate | 76.7% | 75.2%+1.5pp | 81.9%-5.2pp | 67.2%+9.5pp |
| Annual return | 21.83% | 30.89%-9.1pp | 68.30%-46.5pp | 160.72%-138.9pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,751 | $6,405-10.2% | $7,760-25.9% | $4,126+39.4% |
| Admin fee / account holder | $6,892 | $6,978-1.2% | $10,767-36.0% | $5,651+22.0% |