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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 | $11,105 | $106,864-89.6% | $147,318-92.5% | $82,637-86.6% |
| Participation rate | 95.2% | 75.5%+19.7pp | 82.1%+13.2pp | 68.1%+27.2pp |
| Annual return | 18.46% | 27.49%-9.0pp | 70.43%-52.0pp | 53.51%-35.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,486 | $6,496-61.7% | $7,906-68.6% | $4,126-39.8% |
| Admin fee / account holder | $321 | $8,415-96.2% | $13,708-97.7% | $7,339-95.6% |