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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 | $34,507 | $143,969-76.0% | $199,883-82.7% | $82,637-58.2% |
| Participation rate | 85.1% | 84.1%+0.9pp | 86.8%-1.7pp | 68.1%+17.0pp |
| Annual return | 18.51% | 25.67%-7.2pp | 43.81%-25.3pp | 53.51%-35.0pp |
| Employer contribution / active EE | $977 | $4,632-78.9% | $6,261-84.4% | $2,552-61.7% |
| Participant deferral / active EE | $4,264 | $6,937-38.5% | $9,138-53.3% | $4,126+3.3% |
| Admin fee / account holder | $2,106 | $14,597-85.6% | $17,268-87.8% | $7,339-71.3% |