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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 | $21,874 | $106,864-79.5% | $147,318-85.2% | $82,637-73.5% |
| Participation rate | 94.1% | 75.5%+18.6pp | 82.1%+12.1pp | 68.1%+26.1pp |
| Annual return | 16.48% | 27.49%-11.0pp | 70.43%-54.0pp | 53.51%-37.0pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $11,339 | $6,496+74.6% | $7,906+43.4% | $4,126+174.8% |
| Admin fee / account holder | $10,617 | $8,415+26.2% | $13,708-22.5% | $7,339+44.7% |