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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 | $145,431-76.1% | $211,142-83.6% | $87,485-60.3% |
| Participation rate | 79.5% | 84.7%-5.3pp | 87.3%-7.8pp | 68.9%+10.6pp |
| Annual return | 14.57% | 27.21%-12.6pp | 46.84%-32.3pp | 26.06%-11.5pp |
| Employer contribution / active EE | $1,019 | $4,662-78.1% | $6,442-84.2% | $2,596-60.8% |
| Participant deferral / active EE | $3,659 | $6,859-46.6% | $9,284-60.6% | $4,274-14.4% |
| Admin fee / account holder | $8,565 | $17,052-49.8% | $19,076-55.1% | $7,775+10.2% |