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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 | $33,127 | $275,752-88.0% | $256,809-87.1% | $198,609-83.3% |
| Participation rate | 75.0% | 89.2%-14.2pp | 88.5%-13.5pp | 82.4%-7.4pp |
| Annual return | 34.53% | 34.81%-0.3pp | 32.73%+1.8pp | 202.70%-168.2pp |
| Employer contribution / active EE | $1,833 | $7,721-76.3% | $7,263-74.8% | $5,055-63.7% |
| Participant deferral / active EE | $8,153 | $10,037-18.8% | $9,520-14.4% | $6,977+16.9% |
| Admin fee / account holder | $3,817 | $25,716-85.2% | $25,146-84.8% | $19,030-79.9% |