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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 | $86,730 | $51,275+69.1% | $250,061-65.3% | $52,198+66.2% |
| Participation rate | 100.0% | 44.4%+55.6pp | 46.0%+54.0pp | 11.0%+89.0pp |
| Annual return | 11.86% | 8.93%+2.9pp | 7.82%+4.0pp | 8.21%+3.6pp |
| Employer contribution / active EE | $2,240 | $10,201-78.0% | $31,823-93.0% | $13,837-83.8% |
| Participant deferral / active EE | $993 | $958+3.7% | $365+172.0% | $62+1515.1% |
| Admin fee / account holder | $5,129 | $2,259+127.1% | $18,503-72.3% | $1,652+210.5% |