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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 | $69,583 | $375,661-81.5% | $312,151-77.7% | $382,429-81.8% |
| Participation rate | 95.2% | 91.4%+3.9pp | 89.1%+6.2pp | 87.7%+7.5pp |
| Annual return | 3.51% | 0.11%+3.4pp | 1.82%+1.7pp | 248.85%-245.3pp |
| Employer contribution / active EE | $3,643 | $9,697-62.4% | $8,031-54.6% | $8,036-54.7% |
| Participant deferral / active EE | $7,900 | $5,737+37.7% | $5,370+47.1% | $5,727+37.9% |
| Admin fee / account holder | $2,091 | $64,308-96.7% | $51,799-96.0% | $30,732-93.2% |