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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 | $146,267-76.4% | $197,124-82.5% | $82,448-58.1% |
| Participation rate | 85.1% | 84.0%+1.1pp | 86.7%-1.6pp | 68.1%+17.0pp |
| Annual return | 18.51% | 29.61%-11.1pp | 44.34%-25.8pp | 41.64%-23.1pp |
| Employer contribution / active EE | $977 | $4,723-79.3% | $6,227-84.3% | $2,551-61.7% |
| Participant deferral / active EE | $4,264 | $7,035-39.4% | $9,135-53.3% | $4,139+3.0% |
| Admin fee / account holder | $2,106 | $14,422-85.4% | $16,298-87.1% | $7,234-70.9% |