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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 | $25,822 | $181,896-85.8% | $156,551-83.5% | $273,972-90.6% |
| Participation rate | 89.5% | 88.4%+1.1pp | 84.0%+5.5pp | 83.0%+6.5pp |
| Annual return | 6.26% | 30.74%-24.5pp | 32.23%-26.0pp | 41.46%-35.2pp |
| Employer contribution / active EE | $83 | $6,248-98.7% | $5,501-98.5% | $4,869-98.3% |
| Participant deferral / active EE | $4,637 | $5,550-16.4% | $4,871-4.8% | $5,287-12.3% |
| Admin fee / account holder | $1,362 | $15,560-91.2% | $13,028-89.5% | $10,133-86.6% |