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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 | $8,748 | $73,955-88.2% | $96,520-90.9% | $75,181-88.4% |
| Participation rate | 96.4% | 66.4%+30.0pp | 74.3%+22.1pp | 67.2%+29.2pp |
| Annual return | 13.47% | 26.72%-13.3pp | 35.72%-22.2pp | 160.69%-147.2pp |
| Employer contribution / active EE | $0 | $2,930-100.0% | $3,739-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,377 | $3,659+46.9% | $4,879+10.2% | $4,126+30.3% |
| Admin fee / account holder | $1,541 | $5,217-70.5% | $6,733-77.1% | $5,650-72.7% |