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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 | $21,328 | $108,825-80.4% | $156,181-86.3% | $82,448-74.1% |
| Participation rate | 91.9% | 72.4%+19.6pp | 78.8%+13.1pp | 68.1%+23.9pp |
| Annual return | 36.29% | 20.59%+15.7pp | 64.87%-28.6pp | 41.64%-5.4pp |
| Employer contribution / active EE | $0 | $2,870-100.0% | $4,294-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,733 | $4,577+25.3% | $6,132-6.5% | $4,139+38.5% |
| Admin fee / account holder | $734 | $9,341-92.1% | $14,586-95.0% | $7,234-89.8% |