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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 | $16,932 | $110,083-84.6% | $151,628-88.8% | $68,495-75.3% |
| Participation rate | 85.7% | 84.0%+1.8pp | 87.5%-1.8pp | 67.9%+17.8pp |
| Annual return | 27.55% | -10.12%+37.7pp | 3.34%+24.2pp | -7.84%+35.4pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,185 | $6,526-51.2% | $8,363-61.9% | $4,028-20.9% |
| Admin fee / account holder | $825 | $7,718-89.3% | $11,613-92.9% | $5,403-84.7% |