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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 | $135,491 | $375,661-63.9% | $312,151-56.6% | $382,429-64.6% |
| Participation rate | 73.3% | 91.4%-18.0pp | 89.1%-15.7pp | 87.7%-14.4pp |
| Annual return | 34.77% | 0.11%+34.7pp | 1.82%+33.0pp | 248.85%-214.1pp |
| Employer contribution / active EE | $4,072 | $9,697-58.0% | $8,031-49.3% | $8,036-49.3% |
| Participant deferral / active EE | $10,312 | $5,737+79.8% | $5,370+92.0% | $5,727+80.0% |
| Admin fee / account holder | $3,288 | $64,308-94.9% | $51,799-93.7% | $30,732-89.3% |