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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 | $38,098 | $275,752-86.2% | $256,809-85.2% | $198,609-80.8% |
| Participation rate | 87.0% | 89.2%-2.2pp | 88.5%-1.6pp | 82.4%+4.6pp |
| Annual return | 13.52% | 34.81%-21.3pp | 32.73%-19.2pp | 202.70%-189.2pp |
| Employer contribution / active EE | $1,338 | $7,721-82.7% | $7,263-81.6% | $5,055-73.5% |
| Participant deferral / active EE | $6,055 | $10,037-39.7% | $9,520-36.4% | $6,977-13.2% |
| Admin fee / account holder | $8,605 | $25,716-66.5% | $25,146-65.8% | $19,030-54.8% |