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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 | $19,678 | $106,749-81.6% | $145,433-86.5% | $82,448-76.1% |
| Participation rate | 89.3% | 75.6%+13.6pp | 82.1%+7.2pp | 68.1%+21.2pp |
| Annual return | 19.35% | 27.59%-8.2pp | 66.58%-47.2pp | 41.64%-22.3pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,909 | $6,519-9.4% | $7,897-25.2% | $4,139+42.8% |
| Admin fee / account holder | $1,903 | $8,390-77.3% | $13,129-85.5% | $7,234-73.7% |