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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 | $23,465 | $106,524-78.0% | $152,301-84.6% | $87,485-73.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 19.90% | 26.89%-7.0pp | 80.50%-60.6pp | 26.06%-6.2pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $9,938 | $6,525+52.3% | $8,004+24.2% | $4,274+132.5% |
| Admin fee / account holder | $4,209 | $8,287-49.2% | $14,398-70.8% | $7,775-45.9% |