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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 | $17,841 | $181,896-90.2% | $156,551-88.6% | $273,972-93.5% |
| Participation rate | 88.9% | 88.4%+0.5pp | 84.0%+4.9pp | 83.0%+5.9pp |
| Annual return | 12.07% | 30.74%-18.7pp | 32.23%-20.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $1,101 | $6,248-82.4% | $5,501-80.0% | $4,869-77.4% |
| Participant deferral / active EE | $7,111 | $5,550+28.1% | $4,871+46.0% | $5,287+34.5% |
| Admin fee / account holder | $1,077 | $15,560-93.1% | $13,028-91.7% | $10,133-89.4% |