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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 | $22,165 | $135,956-83.7% | $123,894-82.1% | $273,972-91.9% |
| Participation rate | 72.2% | 84.1%-11.8pp | 81.4%-9.2pp | 83.0%-10.8pp |
| Annual return | 11.53% | 56.63%-45.1pp | 47.52%-36.0pp | 41.46%-29.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $6,127 | $6,343-3.4% | $5,984+2.4% | $5,287+15.9% |
| Admin fee / account holder | $3,529 | $9,817-64.1% | $8,357-57.8% | $10,133-65.2% |