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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 | $28,231 | $181,896-84.5% | $156,551-82.0% | $273,972-89.7% |
| Participation rate | 76.9% | 88.4%-11.5pp | 84.0%-7.1pp | 83.0%-6.1pp |
| Annual return | 5.90% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,316 | $6,248-78.9% | $5,501-76.1% | $4,869-73.0% |
| Participant deferral / active EE | $3,271 | $5,550-41.1% | $4,871-32.8% | $5,287-38.1% |
| Admin fee / account holder | $451 | $15,560-97.1% | $13,028-96.5% | $10,133-95.6% |