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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 | $28,713 | $109,359-73.7% | $162,177-82.3% | $72,975-60.7% |
| Participation rate | 76.5% | 84.3%-7.8pp | 87.6%-11.1pp | 69.5%+7.0pp |
| Annual return | 29.39% | 25.46%+3.9pp | 115.60%-86.2pp | 81.01%-51.6pp |
| Employer contribution / active EE | $680 | $3,907-82.6% | $5,613-87.9% | $2,440-72.1% |
| Participant deferral / active EE | $4,347 | $5,481-20.7% | $7,297-40.4% | $3,608+20.5% |
| Admin fee / account holder | $1,055 | $7,972-86.8% | $10,843-90.3% | $5,124-79.4% |