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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 | $17,344 | $86,919-80.0% | $102,457-83.1% | $80,911-78.6% |
| Participation rate | 92.0% | 72.4%+19.6pp | 76.5%+15.5pp | 67.6%+24.4pp |
| Annual return | 24.52% | 18.90%+5.6pp | 29.41%-4.9pp | 35.63%-11.1pp |
| Employer contribution / active EE | $0 | $2,368-100.0% | $3,022-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,860 | $4,119+66.5% | $5,054+35.7% | $4,297+59.6% |
| Admin fee / account holder | $2,447 | $8,049-69.6% | $9,451-74.1% | $6,935-64.7% |