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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 | $30,815 | $83,045-62.9% | $130,045-76.3% | $71,511-56.9% |
| Participation rate | 78.5% | 74.1%+4.4pp | 78.5%0pp | 67.9%+10.6pp |
| Annual return | 15.22% | 20.61%-5.4pp | -137.30%+152.5pp | 28.86%-13.6pp |
| Employer contribution / active EE | $531 | $2,623-79.8% | $4,321-87.7% | $2,589-79.5% |
| Participant deferral / active EE | $4,384 | $4,436-1.2% | $5,820-24.7% | $4,291+2.2% |
| Admin fee / account holder | $3,967 | $1,727+129.7% | $10,600-62.6% | $1,588+149.7% |