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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 | $19,519 | $79,894-75.6% | $135,792-85.6% | $82,637-76.4% |
| Participation rate | 77.8% | 63.0%+14.8pp | 72.6%+5.2pp | 68.1%+9.7pp |
| Annual return | 18.93% | 17.20%+1.7pp | 25.96%-7.0pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,496-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,445 | $3,194+39.2% | $4,759-6.6% | $4,126+7.7% |
| Admin fee / account holder | $3,384 | $6,434-47.4% | $12,266-72.4% | $7,339-53.9% |