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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 | $16,094 | $76,834-79.1% | $108,359-85.1% | $87,485-81.6% |
| Participation rate | 71.2% | 61.7%+9.5pp | 70.1%+1.1pp | 68.9%+2.3pp |
| Annual return | 16.94% | 19.09%-2.1pp | 36.89%-20.0pp | 26.06%-9.1pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,477 | $3,100+44.4% | $4,137+8.2% | $4,274+4.8% |
| Admin fee / account holder | $386 | $6,537-94.1% | $9,741-96.0% | $7,775-95.0% |