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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 | $20,747 | $83,485-75.1% | $125,192-83.4% | $72,975-71.6% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.9pp | 69.5%+19.1pp |
| Annual return | 21.35% | 25.77%-4.4pp | 43.79%-22.4pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,254 | $3,586-9.3% | $4,937-34.1% | $3,608-9.8% |
| Admin fee / account holder | $1,955 | $5,518-64.6% | $9,704-79.9% | $5,124-61.9% |