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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 | $43,929 | $275,752-84.1% | $256,809-82.9% | $198,609-77.9% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 14.10% | 34.81%-20.7pp | 32.73%-18.6pp | 202.70%-188.6pp |
| Employer contribution / active EE | $1,602 | $7,721-79.2% | $7,263-77.9% | $5,055-68.3% |
| Participant deferral / active EE | $4,250 | $10,037-57.7% | $9,520-55.4% | $6,977-39.1% |
| Admin fee / account holder | $6,862 | $25,716-73.3% | $25,146-72.7% | $19,030-63.9% |