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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 | $73,787-78.2% | $98,716-83.7% | $82,448-80.5% |
| Participation rate | 71.2% | 61.4%+9.8pp | 69.3%+1.9pp | 68.1%+3.1pp |
| Annual return | 16.94% | 18.57%-1.6pp | 31.81%-14.9pp | 41.64%-24.7pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,477 | $3,081+45.3% | $4,048+10.6% | $4,139+8.2% |
| Admin fee / account holder | $386 | $6,500-94.1% | $8,703-95.6% | $7,234-94.7% |