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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 | $29,616 | $199,109-85.1% | $173,730-83.0% | $154,746-80.9% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 18.82% | 20.02%-1.2pp | 19.96%-1.1pp | 172.34%-153.5pp |
| Employer contribution / active EE | $810 | $5,311-84.7% | $4,577-82.3% | $4,379-81.5% |
| Participant deferral / active EE | $3,422 | $7,113-51.9% | $6,326-45.9% | $6,730-49.2% |
| Admin fee / account holder | $567 | $20,916-97.3% | $17,523-96.8% | $14,365-96.1% |