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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 | $30,970 | $109,620-71.7% | $148,496-79.1% | $94,015-67.1% |
| Participation rate | 93.8% | 71.3%+22.5pp | 76.0%+17.7pp | 70.8%+22.9pp |
| Annual return | 19.40% | 17.54%+1.9pp | 12.33%+7.1pp | 17.84%+1.6pp |
| Employer contribution / active EE | $413 | $2,618-84.2% | $3,497-88.2% | $2,790-85.2% |
| Participant deferral / active EE | $3,320 | $3,831-13.3% | $4,808-31.0% | $4,249-21.9% |
| Admin fee / account holder | $8,700 | $10,050-13.4% | $19,547-55.5% | $8,951-2.8% |