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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 | $40,583 | $142,972-71.6% | $214,702-81.1% | $86,983-53.3% |
| Participation rate | 96.4% | 84.9%+11.6pp | 87.5%+9.0pp | 69.5%+26.9pp |
| Annual return | 14.75% | 18.49%-3.7pp | 54.55%-39.8pp | 25.83%-11.1pp |
| Employer contribution / active EE | $1,006 | $4,635-78.3% | $6,461-84.4% | $2,584-61.1% |
| Participant deferral / active EE | $3,406 | $6,568-48.1% | $9,147-62.8% | $4,194-18.8% |
| Admin fee / account holder | $414 | $17,617-97.6% | $19,830-97.9% | $7,856-94.7% |