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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 | $24,128 | $181,896-86.7% | $156,551-84.6% | $273,972-91.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 84.0%+6.9pp | 83.0%+7.9pp |
| Annual return | 7.69% | 30.74%-23.1pp | 32.23%-24.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,045 | $6,248-83.3% | $5,501-81.0% | $4,869-78.5% |
| Participant deferral / active EE | $3,287 | $5,550-40.8% | $4,871-32.5% | $5,287-37.8% |
| Admin fee / account holder | $2,238 | $15,560-85.6% | $13,028-82.8% | $10,133-77.9% |