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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 | $21,952 | $76,371-71.3% | $93,621-76.6% | $72,976-69.9% |
| Participation rate | 72.9% | 71.8%+1.2pp | 75.8%-2.9pp | 69.5%+3.5pp |
| Annual return | 22.75% | 25.82%-3.1pp | 32.76%-10.0pp | 81.02%-58.3pp |
| Employer contribution / active EE | $0 | $2,276-100.0% | $2,719-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,019 | $3,538-14.7% | $4,070-25.8% | $3,608-16.3% |
| Admin fee / account holder | $3,229 | $6,839-52.8% | $7,890-59.1% | $5,124-37.0% |