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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 | $23,619 | $223,823-89.4% | $211,142-88.8% | $154,746-84.7% |
| Participation rate | 87.5% | 87.9%-0.4pp | 87.3%+0.2pp | 80.7%+6.8pp |
| Annual return | 17.56% | 50.39%-32.8pp | 46.84%-29.3pp | 172.34%-154.8pp |
| Employer contribution / active EE | $1,447 | $6,787-78.7% | $6,442-77.5% | $4,379-67.0% |
| Participant deferral / active EE | $3,382 | $9,750-65.3% | $9,284-63.6% | $6,730-49.8% |
| Admin fee / account holder | $2,208 | $19,707-88.8% | $19,076-88.4% | $14,365-84.6% |