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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 | $17,655 | $181,896-90.3% | $156,551-88.7% | $273,972-93.6% |
| Participation rate | 78.6% | 88.4%-9.8pp | 84.0%-5.4pp | 83.0%-4.4pp |
| Annual return | 7.81% | 30.74%-22.9pp | 32.23%-24.4pp | 41.46%-33.6pp |
| Employer contribution / active EE | $897 | $6,248-85.6% | $5,501-83.7% | $4,869-81.6% |
| Participant deferral / active EE | $2,628 | $5,550-52.7% | $4,871-46.1% | $5,287-50.3% |
| Admin fee / account holder | $2,430 | $15,560-84.4% | $13,028-81.4% | $10,133-76.0% |