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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 | $34,891 | $142,972-75.6% | $214,702-83.7% | $86,983-59.9% |
| Participation rate | 87.0% | 84.9%+2.2pp | 87.5%-0.4pp | 69.5%+17.5pp |
| Annual return | 17.39% | 18.49%-1.1pp | 54.55%-37.2pp | 25.83%-8.4pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,171 | $6,568-51.7% | $9,147-65.3% | $4,194-24.4% |
| Admin fee / account holder | $2,725 | $17,617-84.5% | $19,830-86.3% | $7,856-65.3% |