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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 | $26,908 | $109,359-75.4% | $162,177-83.4% | $72,975-63.1% |
| Participation rate | 97.4% | 84.3%+13.1pp | 87.6%+9.8pp | 69.5%+27.9pp |
| Annual return | 22.39% | 25.46%-3.1pp | 115.60%-93.2pp | 81.01%-58.6pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,994 | $5,481-27.1% | $7,297-45.3% | $3,608+10.7% |
| Admin fee / account holder | $1,635 | $7,972-79.5% | $10,843-84.9% | $5,124-68.1% |