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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 | $28,186 | $95,404-70.5% | $113,397-75.1% | $82,637-65.9% |
| Participation rate | 90.6% | 72.8%+17.8pp | 76.5%+14.1pp | 68.1%+22.6pp |
| Annual return | 21.69% | 19.08%+2.6pp | 23.20%-1.5pp | 53.51%-31.8pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $12,098 | $4,220+186.7% | $5,076+138.3% | $4,126+193.2% |
| Admin fee / account holder | $4,809 | $9,168-47.5% | $11,957-59.8% | $7,339-34.5% |