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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 | $8,978 | $112,729-92.0% | $98,716-90.9% | $137,256-93.5% |
| Participation rate | 95.7% | 74.2%+21.4pp | 69.3%+26.4pp | 80.0%+15.7pp |
| Annual return | 18.96% | 38.48%-19.5pp | 31.81%-12.8pp | 220.34%-201.4pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,079 | $4,640+74.1% | $4,048+99.6% | $6,407+26.1% |
| Admin fee / account holder | $1,266 | $10,129-87.5% | $8,703-85.5% | $12,270-89.7% |