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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 | $30,530 | $101,795-70.0% | $165,100-81.5% | $80,959-62.3% |
| Participation rate | 80.2% | 71.8%+8.4pp | 78.6%+1.6pp | 67.7%+12.6pp |
| Annual return | 23.77% | 16.73%+7.0pp | 70.21%-46.4pp | 35.67%-11.9pp |
| Employer contribution / active EE | $0 | $2,954-100.0% | $4,348-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,528 | $4,476+1.2% | $6,035-25.0% | $4,300+5.3% |
| Admin fee / account holder | $2,072 | $8,221-74.8% | $12,696-83.7% | $6,925-70.1% |