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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 | $24,536 | $108,825-77.5% | $156,181-84.3% | $82,448-70.2% |
| Participation rate | 90.9% | 72.4%+18.5pp | 78.8%+12.1pp | 68.1%+22.8pp |
| Annual return | 15.47% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $606 | $2,870-78.9% | $4,294-85.9% | $2,551-76.2% |
| Participant deferral / active EE | $4,876 | $4,577+6.5% | $6,132-20.5% | $4,139+17.8% |
| Admin fee / account holder | $5,041 | $9,341-46.0% | $14,586-65.4% | $7,234-30.3% |