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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 | $24,981 | $72,486-65.5% | $87,103-71.3% | $72,976-65.8% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 26.09% | 24.46%+1.6pp | 28.19%-2.1pp | 81.02%-54.9pp |
| Employer contribution / active EE | $0 | $1,894-100.0% | $2,521-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,654 | $3,270+11.7% | $4,049-9.8% | $3,608+1.3% |
| Admin fee / account holder | $1,209 | $5,055-76.1% | $7,491-83.9% | $5,124-76.4% |