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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 | $22,710 | $77,472-70.7% | $100,415-77.4% | $80,959-71.9% |
| Participation rate | 85.0% | 76.9%+8.1pp | 81.5%+3.5pp | 67.7%+17.3pp |
| Annual return | 36.09% | 37.26%-1.2pp | 49.47%-13.4pp | 35.67%+0.4pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,132 | $6,818+63.3% | $8,091+37.6% | $4,300+158.9% |
| Admin fee / account holder | $2,293 | $5,885-61.0% | $7,906-71.0% | $6,925-66.9% |