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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 | $10,799 | $95,453-88.7% | $112,040-90.4% | $82,448-86.9% |
| Participation rate | 77.6% | 72.8%+4.8pp | 76.5%+1.1pp | 68.1%+9.5pp |
| Annual return | 12.99% | 23.92%-10.9pp | 24.52%-11.5pp | 41.64%-28.6pp |
| Employer contribution / active EE | $506 | $2,318-78.2% | $2,954-82.9% | $2,551-80.2% |
| Participant deferral / active EE | $2,068 | $4,224-51.0% | $5,098-59.4% | $4,139-50.0% |
| Admin fee / account holder | $656 | $9,013-92.7% | $12,098-94.6% | $7,234-90.9% |