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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 | $17,021 | $101,778-83.3% | $164,975-89.7% | $80,925-79.0% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 15.42% | 16.73%-1.3pp | 70.12%-54.7pp | 35.65%-20.2pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,178 | $4,477+15.7% | $6,033-14.2% | $4,299+20.5% |
| Admin fee / account holder | $1,596 | $8,221-80.6% | $12,688-87.4% | $6,940-77.0% |