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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 | $106,864-81.4% | $147,318-86.5% | $82,637-75.9% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.1%+9.5pp | 68.1%+23.5pp |
| Annual return | 20.74% | 27.49%-6.7pp | 70.43%-49.7pp | 53.51%-32.8pp |
| Employer contribution / active EE | $556 | $3,417-83.7% | $4,593-87.9% | $2,552-78.2% |
| Participant deferral / active EE | $5,918 | $6,496-8.9% | $7,906-25.2% | $4,126+43.4% |
| Admin fee / account holder | $1,333 | $8,415-84.2% | $13,708-90.3% | $7,339-81.8% |