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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 | $12,223 | $77,358-84.2% | $102,184-88.0% | $87,485-86.0% |
| Participation rate | 84.4% | 78.7%+5.7pp | 82.6%+1.8pp | 68.9%+15.4pp |
| Annual return | 27.31% | 41.11%-13.8pp | 31.58%-4.3pp | 26.06%+1.2pp |
| Employer contribution / active EE | $0 | $2,562-100.0% | $3,594-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,917 | $6,753-27.2% | $8,309-40.8% | $4,274+15.0% |
| Admin fee / account holder | $701 | $6,809-89.7% | $11,609-94.0% | $7,775-91.0% |