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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 | $78,520-84.4% | $96,576-87.3% | $82,448-85.2% |
| Participation rate | 84.4% | 77.7%+6.6pp | 81.4%+2.9pp | 68.1%+16.3pp |
| Annual return | 27.31% | 41.30%-14.0pp | 38.47%-11.2pp | 41.64%-14.3pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,917 | $6,754-27.2% | $7,956-38.2% | $4,139+18.8% |
| Admin fee / account holder | $701 | $13,455-94.8% | $11,381-93.8% | $7,234-90.3% |