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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 | $16,040 | $74,535-78.5% | $100,712-84.1% | $82,637-80.6% |
| Participation rate | 78.0% | 61.2%+16.8pp | 69.3%+8.7pp | 68.1%+9.9pp |
| Annual return | 32.05% | 18.92%+13.1pp | 33.27%-1.2pp | 53.51%-21.5pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,385 | $3,074-22.4% | $4,085-41.6% | $4,126-42.2% |
| Admin fee / account holder | $569 | $6,576-91.3% | $9,256-93.9% | $7,339-92.2% |