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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 | $12,110 | $95,404-87.3% | $113,397-89.3% | $82,637-85.3% |
| Participation rate | 74.3% | 72.8%+1.5pp | 76.5%-2.2pp | 68.1%+6.2pp |
| Annual return | 22.16% | 19.08%+3.1pp | 23.20%-1.0pp | 53.51%-31.3pp |
| Employer contribution / active EE | $0 | $2,307-100.0% | $2,977-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,901 | $4,220-31.3% | $5,076-42.9% | $4,126-29.7% |
| Admin fee / account holder | $1,128 | $9,168-87.7% | $11,957-90.6% | $7,339-84.6% |