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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 | $32,665 | $167,415-80.5% | $140,514-76.8% | $198,609-83.6% |
| Participation rate | 90.0% | 80.9%+9.1pp | 77.8%+12.2pp | 82.4%+7.6pp |
| Annual return | 13.75% | 13.85%-0.1pp | 14.36%-0.6pp | 202.70%-188.9pp |
| Employer contribution / active EE | $1,026 | $4,088-74.9% | $3,378-69.6% | $5,055-79.7% |
| Participant deferral / active EE | $4,395 | $5,579-21.2% | $4,919-10.6% | $6,977-37.0% |
| Admin fee / account holder | $5,457 | $16,730-67.4% | $13,697-60.2% | $19,030-71.3% |