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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 | $20,402 | $184,014-88.9% | $161,149-87.3% | $138,895-85.3% |
| Participation rate | 85.7% | 82.1%+3.6pp | 78.8%+6.9pp | 79.9%+5.8pp |
| Annual return | 19.08% | 21.52%-2.4pp | 21.16%-2.1pp | 145.39%-126.3pp |
| Employer contribution / active EE | $1,070 | $5,055-78.8% | $4,360-75.5% | $4,194-74.5% |
| Participant deferral / active EE | $3,079 | $6,909-55.4% | $6,153-50.0% | $6,396-51.9% |
| Admin fee / account holder | $881 | $18,027-95.1% | $15,194-94.2% | $12,562-93.0% |