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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 | $18,969 | $181,896-89.6% | $156,551-87.9% | $273,972-93.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 7.66% | 30.74%-23.1pp | 32.23%-24.6pp | 41.46%-33.8pp |
| Employer contribution / active EE | $1,227 | $6,248-80.4% | $5,501-77.7% | $4,869-74.8% |
| Participant deferral / active EE | $3,420 | $5,550-38.4% | $4,871-29.8% | $5,287-35.3% |
| Admin fee / account holder | $816 | $15,560-94.8% | $13,028-93.7% | $10,133-92.0% |