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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 | $23,066 | $212,386-89.1% | $199,883-88.5% | $138,895-83.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.8%-6.8pp | 79.9%+0.1pp |
| Annual return | 15.15% | 47.75%-32.6pp | 43.81%-28.7pp | 145.39%-130.2pp |
| Employer contribution / active EE | $1,386 | $6,625-79.1% | $6,261-77.9% | $4,194-67.0% |
| Participant deferral / active EE | $6,267 | $9,617-34.8% | $9,138-31.4% | $6,396-2.0% |
| Admin fee / account holder | $2,425 | $18,233-86.7% | $17,268-86.0% | $12,562-80.7% |