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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 | $23,785 | $181,896-86.9% | $156,551-84.8% | $273,972-91.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 84.0%+3.5pp | 83.0%+4.5pp |
| Annual return | 5.94% | 30.74%-24.8pp | 32.23%-26.3pp | 41.46%-35.5pp |
| Employer contribution / active EE | $1,119 | $6,248-82.1% | $5,501-79.7% | $4,869-77.0% |
| Participant deferral / active EE | $3,208 | $5,550-42.2% | $4,871-34.1% | $5,287-39.3% |
| Admin fee / account holder | $587 | $15,560-96.2% | $13,028-95.5% | $10,133-94.2% |