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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 | $29,809 | $223,823-86.7% | $211,142-85.9% | $154,746-80.7% |
| Participation rate | 83.3% | 87.9%-4.5pp | 87.3%-4.0pp | 80.7%+2.6pp |
| Annual return | 16.83% | 50.39%-33.6pp | 46.84%-30.0pp | 172.34%-155.5pp |
| Employer contribution / active EE | $1,223 | $6,787-82.0% | $6,442-81.0% | $4,379-72.1% |
| Participant deferral / active EE | $3,376 | $9,750-65.4% | $9,284-63.6% | $6,730-49.8% |
| Admin fee / account holder | $1,168 | $19,707-94.1% | $19,076-93.9% | $14,365-91.9% |