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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 | $19,074 | $138,312-86.2% | $122,979-84.5% | $155,188-87.7% |
| Participation rate | 73.7% | 80.2%-6.5pp | 77.2%-3.5pp | 80.8%-7.1pp |
| Annual return | 21.35% | 22.06%-0.7pp | 20.12%+1.2pp | 148.84%-127.5pp |
| Employer contribution / active EE | $0 | $3,530-100.0% | $3,062-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,988 | $5,592+25.0% | $5,003+39.7% | $6,531+7.0% |
| Admin fee / account holder | $322 | $15,089-97.9% | $12,864-97.5% | $14,480-97.8% |