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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 | $13,710 | $86,050-84.1% | $189,758-92.8% | $94,015-85.4% |
| Participation rate | 80.0% | 68.9%+11.1pp | 79.8%+0.2pp | 70.8%+9.2pp |
| Annual return | 21.33% | 17.77%+3.6pp | 52.62%-31.3pp | 17.84%+3.5pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,527 | $3,349-24.5% | $5,856-56.8% | $4,249-40.5% |
| Admin fee / account holder | $492 | $6,627-92.6% | $20,388-97.6% | $8,951-94.5% |