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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 | $20,397 | $77,574-73.7% | $108,753-81.2% | $86,983-76.6% |
| Participation rate | 83.9% | 62.3%+21.6pp | 71.1%+12.8pp | 69.5%+14.4pp |
| Annual return | 13.51% | 18.42%-4.9pp | 37.47%-24.0pp | 25.83%-12.3pp |
| Employer contribution / active EE | $0 | $1,611-100.0% | $2,427-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,961 | $3,128+26.6% | $4,115-3.7% | $4,194-5.6% |
| Admin fee / account holder | $1,640 | $6,529-74.9% | $10,320-84.1% | $7,856-79.1% |