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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 | $23,812 | $201,372-88.2% | $184,260-87.1% | $145,884-83.7% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 16.56% | 29.04%-12.5pp | 28.84%-12.3pp | 551.85%-535.3pp |
| Employer contribution / active EE | $1,089 | $7,024-84.5% | $6,427-83.1% | $4,662-76.6% |
| Participant deferral / active EE | $4,684 | $9,808-52.2% | $9,133-48.7% | $6,690-30.0% |
| Admin fee / account holder | $350 | $16,362-97.9% | $13,898-97.5% | $13,392-97.4% |