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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 | $18,667 | $95,453-80.4% | $112,040-83.3% | $82,448-77.4% |
| Participation rate | 85.4% | 72.8%+12.6pp | 76.5%+8.9pp | 68.1%+17.3pp |
| Annual return | 26.83% | 23.92%+2.9pp | 24.52%+2.3pp | 41.64%-14.8pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $5,611 | $4,224+32.8% | $5,098+10.1% | $4,139+35.6% |
| Admin fee / account holder | $2,800 | $9,013-68.9% | $12,098-76.9% | $7,234-61.3% |