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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 | $29,586 | $153,769-80.8% | $133,975-77.9% | $273,972-89.2% |
| Participation rate | 89.5% | 88.4%+1.1pp | 87.1%+2.4pp | 83.0%+6.5pp |
| Annual return | 9.17% | 36.51%-27.3pp | 29.29%-20.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $424 | $6,029-93.0% | $5,211-91.9% | $4,869-91.3% |
| Participant deferral / active EE | $4,574 | $6,958-34.3% | $6,282-27.2% | $5,287-13.5% |
| Admin fee / account holder | $1,692 | $11,765-85.6% | $9,324-81.9% | $10,133-83.3% |