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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 | $34,133 | $123,793-72.4% | $177,848-80.8% | $79,856-57.3% |
| Participation rate | 84.3% | 84.7%-0.3pp | 87.7%-3.4pp | 69.6%+14.7pp |
| Annual return | 11.12% | 22.82%-11.7pp | 48.33%-37.2pp | 31.71%-20.6pp |
| Employer contribution / active EE | $419 | $4,095-89.8% | $5,919-92.9% | $2,471-83.0% |
| Participant deferral / active EE | $4,142 | $5,956-30.5% | $7,714-46.3% | $3,741+10.7% |
| Admin fee / account holder | $3,332 | $7,243-54.0% | $12,431-73.2% | $5,306-37.2% |