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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 | $21,335 | $80,992-73.7% | $96,534-77.9% | $75,173-71.6% |
| Participation rate | 86.1% | 71.8%+14.3pp | 76.0%+10.1pp | 67.2%+18.9pp |
| Annual return | 13.45% | 27.05%-13.6pp | 25.88%-12.4pp | 160.72%-147.3pp |
| Employer contribution / active EE | $0 | $2,283-100.0% | $2,965-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,968 | $3,929-24.5% | $4,851-38.8% | $4,126-28.1% |
| Admin fee / account holder | $1,412 | $6,717-79.0% | $8,253-82.9% | $5,651-75.0% |