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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 | $11,818 | $77,472-84.7% | $100,392-88.2% | $80,935-85.4% |
| Participation rate | 90.0% | 76.9%+13.1pp | 81.5%+8.5pp | 67.7%+22.3pp |
| Annual return | 15.64% | 37.26%-21.6pp | 49.45%-33.8pp | 35.66%-20.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,941-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,113 | $6,818+4.3% | $8,090-12.1% | $4,299+65.4% |
| Admin fee / account holder | $985 | $5,885-83.3% | $7,904-87.5% | $6,924-85.8% |