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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 | $9,726 | $126,661-92.3% | $113,397-91.4% | $138,895-93.0% |
| Participation rate | 80.0% | 79.4%+0.6pp | 76.5%+3.5pp | 79.9%+0.1pp |
| Annual return | 16.20% | 25.05%-8.9pp | 23.20%-7.0pp | 145.39%-129.2pp |
| Employer contribution / active EE | $431 | $3,456-87.5% | $2,977-85.5% | $4,194-89.7% |
| Participant deferral / active EE | $3,850 | $5,693-32.4% | $5,076-24.2% | $6,396-39.8% |
| Admin fee / account holder | $1,380 | $14,549-90.5% | $11,957-88.5% | $12,562-89.0% |