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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 | $26,461 | $143,969-81.6% | $199,883-86.8% | $82,637-68.0% |
| Participation rate | 95.2% | 84.1%+11.1pp | 86.8%+8.5pp | 68.1%+27.2pp |
| Annual return | 13.19% | 25.67%-12.5pp | 43.81%-30.6pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,123 | $4,632-75.8% | $6,261-82.1% | $2,552-56.0% |
| Participant deferral / active EE | $4,031 | $6,937-41.9% | $9,138-55.9% | $4,126-2.3% |
| Admin fee / account holder | $6,794 | $14,597-53.5% | $17,268-60.7% | $7,339-7.4% |