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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 | $19,928 | $106,749-81.3% | $145,433-86.3% | $82,448-75.8% |
| Participation rate | 91.5% | 75.6%+15.9pp | 82.1%+9.4pp | 68.1%+23.5pp |
| Annual return | 20.74% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.9pp |
| Employer contribution / active EE | $556 | $3,444-83.8% | $4,554-87.8% | $2,551-78.2% |
| Participant deferral / active EE | $5,918 | $6,519-9.2% | $7,897-25.1% | $4,139+43.0% |
| Admin fee / account holder | $1,333 | $8,390-84.1% | $13,129-89.8% | $7,234-81.6% |