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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 | $27,784 | $96,731-71.3% | $123,973-77.6% | $86,983-68.1% |
| Participation rate | 75.9% | 70.0%+5.8pp | 76.7%-0.8pp | 69.5%+6.3pp |
| Annual return | 15.97% | 17.33%-1.4pp | 388.13%-372.2pp | 25.83%-9.9pp |
| Employer contribution / active EE | $776 | $3,297-76.5% | $4,126-81.2% | $2,584-70.0% |
| Participant deferral / active EE | $1,903 | $4,152-54.2% | $5,247-63.7% | $4,194-54.6% |
| Admin fee / account holder | $773 | $8,722-91.1% | $11,799-93.4% | $7,856-90.2% |