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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 | $34,055 | $138,385-75.4% | $184,243-81.5% | $80,925-57.9% |
| Participation rate | 84.0% | 83.9%+0.1pp | 86.8%-2.8pp | 67.7%+16.3pp |
| Annual return | 18.84% | 20.02%-1.2pp | 28.82%-10.0pp | 35.65%-16.8pp |
| Employer contribution / active EE | $486 | $4,851-90.0% | $6,427-92.4% | $2,756-82.4% |
| Participant deferral / active EE | $5,603 | $7,075-20.8% | $9,132-38.7% | $4,299+30.3% |
| Admin fee / account holder | $1,071 | $10,489-89.8% | $13,914-92.3% | $6,940-84.6% |