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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 | $78,197-84.4% | $98,090-87.5% | $82,637-85.2% |
| Participation rate | 84.4% | 77.5%+6.9pp | 81.5%+2.8pp | 68.1%+16.3pp |
| Annual return | 27.31% | 40.25%-12.9pp | 37.05%-9.7pp | 53.51%-26.2pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,917 | $6,636-25.9% | $7,845-37.3% | $4,126+19.2% |
| Admin fee / account holder | $701 | $14,832-95.3% | $11,815-94.1% | $7,339-90.4% |