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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 | $13,987 | $199,109-93.0% | $173,730-91.9% | $154,746-91.0% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.6%+12.7pp | 80.7%+11.6pp |
| Annual return | 18.73% | 20.02%-1.3pp | 19.96%-1.2pp | 172.34%-153.6pp |
| Employer contribution / active EE | $0 | $5,311-100.0% | $4,577-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,165 | $7,113-41.4% | $6,326-34.2% | $6,730-38.1% |
| Admin fee / account holder | $2,336 | $20,916-88.8% | $17,523-86.7% | $14,365-83.7% |