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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 | $57,180 | $389,628-85.3% | $325,506-82.4% | $428,746-86.7% |
| Participation rate | 88.9% | 91.7%-2.8pp | 83.1%+5.7pp | 88.2%+0.7pp |
| Annual return | 19.92% | 2.73%+17.2pp | 4.91%+15.0pp | 331.92%-312.0pp |
| Employer contribution / active EE | $3,012 | $5,530-45.5% | $4,786-37.1% | $8,363-64.0% |
| Participant deferral / active EE | $7,618 | $4,466+70.6% | $3,804+100.3% | $5,961+27.8% |
| Admin fee / account holder | $4,154 | $11,063-62.5% | $10,490-60.4% | $31,735-86.9% |