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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 | $27,977 | $199,109-85.9% | $173,730-83.9% | $154,746-81.9% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.6%+3.8pp | 80.7%+2.6pp |
| Annual return | 20.28% | 20.02%+0.3pp | 19.96%+0.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $400 | $5,311-92.5% | $4,577-91.3% | $4,379-90.9% |
| Participant deferral / active EE | $3,297 | $7,113-53.7% | $6,326-47.9% | $6,730-51.0% |
| Admin fee / account holder | $861 | $20,916-95.9% | $17,523-95.1% | $14,365-94.0% |