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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 | $83,898-80.9% | $133,346-88.0% | $94,015-82.9% |
| Participation rate | 78.0% | 63.4%+14.6pp | 72.8%+5.1pp | 70.8%+7.1pp |
| Annual return | 32.05% | 16.00%+16.1pp | 36.85%-4.8pp | 17.84%+14.2pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,385 | $3,245-26.5% | $4,332-45.0% | $4,249-43.9% |
| Admin fee / account holder | $569 | $7,809-92.7% | $14,264-96.0% | $8,951-93.6% |