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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 | $12,148 | $156,398-92.2% | $147,318-91.8% | $138,895-91.3% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 18.10% | 78.75%-60.6pp | 70.43%-52.3pp | 145.39%-127.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $2,700 | $8,237-67.2% | $7,906-65.9% | $6,396-57.8% |
| Admin fee / account holder | $1,080 | $14,976-92.8% | $13,708-92.1% | $12,562-91.4% |