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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 | $30,410 | $110,137-72.4% | $161,149-81.1% | $82,637-63.2% |
| Participation rate | 82.7% | 72.4%+10.3pp | 78.8%+3.9pp | 68.1%+14.6pp |
| Annual return | 14.33% | 20.69%-6.4pp | 21.16%-6.8pp | 53.51%-39.2pp |
| Employer contribution / active EE | $523 | $2,856-81.7% | $4,360-88.0% | $2,552-79.5% |
| Participant deferral / active EE | $4,185 | $4,575-8.5% | $6,153-32.0% | $4,126+1.4% |
| Admin fee / account holder | $331 | $9,467-96.5% | $15,194-97.8% | $7,339-95.5% |