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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 | $34,700 | $146,267-76.3% | $197,124-82.4% | $82,448-57.9% |
| Participation rate | 79.5% | 84.0%-4.5pp | 86.7%-7.2pp | 68.1%+11.4pp |
| Annual return | 14.57% | 29.61%-15.0pp | 44.34%-29.8pp | 41.64%-27.1pp |
| Employer contribution / active EE | $1,019 | $4,723-78.4% | $6,227-83.6% | $2,551-60.1% |
| Participant deferral / active EE | $3,659 | $7,035-48.0% | $9,135-59.9% | $4,139-11.6% |
| Admin fee / account holder | $8,565 | $14,422-40.6% | $16,298-47.4% | $7,234+18.4% |