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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 | $14,169 | $101,795-86.1% | $165,100-91.4% | $80,959-82.5% |
| Participation rate | 81.4% | 71.8%+9.6pp | 78.6%+2.8pp | 67.7%+13.7pp |
| Annual return | 18.84% | 16.73%+2.1pp | 70.21%-51.4pp | 35.67%-16.8pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,455 | $4,476+111.2% | $6,035+56.7% | $4,300+119.9% |
| Admin fee / account holder | $2,734 | $8,221-66.7% | $12,696-78.5% | $6,925-60.5% |