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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 | $34,556 | $125,797-72.5% | $170,057-79.7% | $75,177-54.0% |
| Participation rate | 71.0% | 83.6%-12.6pp | 87.0%-16.0pp | 67.2%+3.8pp |
| Annual return | 23.18% | 27.20%-4.0pp | 53.42%-30.2pp | 160.75%-137.6pp |
| Employer contribution / active EE | $1,301 | $4,616-71.8% | $6,790-80.8% | $2,671-51.3% |
| Participant deferral / active EE | $6,553 | $6,838-4.2% | $10,411-37.1% | $4,126+58.8% |
| Admin fee / account holder | $680 | $8,177-91.7% | $12,826-94.7% | $5,651-88.0% |