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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 | $38,088 | $125,797-69.7% | $170,057-77.6% | $75,177-49.3% |
| Participation rate | 93.3% | 83.6%+9.7pp | 87.0%+6.3pp | 67.2%+26.1pp |
| Annual return | 14.94% | 27.20%-12.3pp | 53.42%-38.5pp | 160.75%-145.8pp |
| Employer contribution / active EE | $1,120 | $4,616-75.7% | $6,790-83.5% | $2,671-58.1% |
| Participant deferral / active EE | $4,364 | $6,838-36.2% | $10,411-58.1% | $4,126+5.8% |
| Admin fee / account holder | $996 | $8,177-87.8% | $12,826-92.2% | $5,651-82.4% |