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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 | $34,459 | $125,797-72.6% | $170,028-79.7% | $75,181-54.2% |
| Participation rate | 77.6% | 83.6%-6.0pp | 87.0%-9.4pp | 67.2%+10.4pp |
| Annual return | 16.98% | 27.20%-10.2pp | 53.39%-36.4pp | 160.69%-143.7pp |
| Employer contribution / active EE | $1,339 | $4,616-71.0% | $6,788-80.3% | $2,671-49.8% |
| Participant deferral / active EE | $4,599 | $6,838-32.7% | $10,409-55.8% | $4,126+11.5% |
| Admin fee / account holder | $9,921 | $8,177+21.3% | $12,820-22.6% | $5,650+75.6% |