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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 | $11,502 | $178,174-93.5% | $156,181-92.6% | $137,256-91.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 18.53% | 84.19%-65.7pp | 64.87%-46.3pp | 220.34%-201.8pp |
| Employer contribution / active EE | $1,024 | $4,972-79.4% | $4,294-76.1% | $4,156-75.4% |
| Participant deferral / active EE | $2,520 | $6,888-63.4% | $6,132-58.9% | $6,407-60.7% |
| Admin fee / account holder | $4,048 | $17,404-76.7% | $14,586-72.2% | $12,270-67.0% |