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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 | $34,565 | $254,759-86.4% | $216,567-84.0% | $198,609-82.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 81.6%+1.7pp | 82.4%+1.0pp |
| Annual return | 14.56% | 10.04%+4.5pp | 12.94%+1.6pp | 202.70%-188.1pp |
| Employer contribution / active EE | $962 | $6,096-84.2% | $5,216-81.5% | $5,055-81.0% |
| Participant deferral / active EE | $3,205 | $6,948-53.9% | $6,191-48.2% | $6,977-54.1% |
| Admin fee / account holder | $677 | $26,311-97.4% | $21,981-96.9% | $19,030-96.4% |