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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 | $12,562 | $81,476-84.6% | $102,383-87.7% | $80,925-84.5% |
| Participation rate | 92.5% | 66.8%+25.7pp | 74.5%+18.0pp | 67.7%+24.8pp |
| Annual return | 12.71% | 25.59%-12.9pp | 24.94%-12.2pp | 35.65%-22.9pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,870-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,993 | $3,871-22.7% | $5,060-40.8% | $4,299-30.4% |
| Admin fee / account holder | $3,168 | $6,717-52.8% | $8,391-62.2% | $6,940-54.4% |