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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 | $19,088 | $152,074-87.4% | $137,474-86.1% | $198,609-90.4% |
| Participation rate | 84.2% | 85.3%-1.1pp | 83.5%+0.7pp | 82.4%+1.8pp |
| Annual return | 15.23% | 10.68%+4.5pp | 11.53%+3.7pp | 202.70%-187.5pp |
| Employer contribution / active EE | $894 | $5,444-83.6% | $5,048-82.3% | $5,055-82.3% |
| Participant deferral / active EE | $5,043 | $6,522-22.7% | $6,155-18.1% | $6,977-27.7% |
| Admin fee / account holder | $2,018 | $11,950-83.1% | $10,602-81.0% | $19,030-89.4% |