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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 | $6,344 | $103,164-93.9% | $90,259-93.0% | $154,746-95.9% |
| Participation rate | 92.3% | 76.1%+16.2pp | 70.7%+21.6pp | 80.7%+11.6pp |
| Annual return | 22.18% | 19.25%+2.9pp | 18.88%+3.3pp | 172.34%-150.2pp |
| Employer contribution / active EE | $0 | $2,532-100.0% | $2,291-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,582 | $4,422-41.6% | $3,827-32.5% | $6,730-61.6% |
| Admin fee / account holder | $320 | $8,593-96.3% | $7,267-95.6% | $14,365-97.8% |