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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 | $36,311 | $275,752-86.8% | $256,809-85.9% | $198,609-81.7% |
| Participation rate | 83.3% | 89.2%-5.8pp | 88.5%-5.2pp | 82.4%+1.0pp |
| Annual return | 22.56% | 34.81%-12.3pp | 32.73%-10.2pp | 202.70%-180.1pp |
| Employer contribution / active EE | $1,294 | $7,721-83.2% | $7,263-82.2% | $5,055-74.4% |
| Participant deferral / active EE | $6,884 | $10,037-31.4% | $9,520-27.7% | $6,977-1.3% |
| Admin fee / account holder | $1,421 | $25,716-94.5% | $25,146-94.3% | $19,030-92.5% |