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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 | $16,643 | $77,460-78.5% | $100,378-83.4% | $80,925-79.4% |
| Participation rate | 87.5% | 76.9%+10.6pp | 81.5%+6.0pp | 67.7%+19.8pp |
| Annual return | 21.58% | 37.24%-15.7pp | 49.41%-27.8pp | 35.65%-14.1pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,503 | $6,818-4.6% | $8,087-19.6% | $4,299+51.3% |
| Admin fee / account holder | $1,202 | $5,887-79.6% | $7,899-84.8% | $6,940-82.7% |