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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 | $26,975 | $123,793-78.2% | $177,840-84.8% | $79,852-66.2% |
| Participation rate | 92.9% | 84.7%+8.2pp | 87.7%+5.1pp | 69.6%+23.2pp |
| Annual return | 31.45% | 22.82%+8.6pp | 48.32%-16.9pp | 31.72%-0.3pp |
| Employer contribution / active EE | $424 | $4,095-89.6% | $5,919-92.8% | $2,471-82.8% |
| Participant deferral / active EE | $4,076 | $5,956-31.6% | $7,714-47.2% | $3,740+9.0% |
| Admin fee / account holder | $2,115 | $7,243-70.8% | $12,431-83.0% | $5,306-60.1% |