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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 | $3,458 | $103,164-96.6% | $90,259-96.2% | $154,746-97.8% |
| Participation rate | 85.0% | 76.1%+8.9pp | 70.7%+14.3pp | 80.7%+4.3pp |
| Annual return | 19.79% | 19.25%+0.5pp | 18.88%+0.9pp | 172.34%-152.5pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,092 | $4,422-52.7% | $3,827-45.3% | $6,730-68.9% |
| Admin fee / account holder | $624 | $8,593-92.7% | $7,267-91.4% | $14,365-95.7% |