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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 | $17,211 | $106,864-83.9% | $147,318-88.3% | $82,637-79.2% |
| Participation rate | 73.1% | 75.5%-2.4pp | 82.1%-9.0pp | 68.1%+5.0pp |
| Annual return | 31.90% | 27.49%+4.4pp | 70.43%-38.5pp | 53.51%-21.6pp |
| Employer contribution / active EE | $518 | $3,417-84.8% | $4,593-88.7% | $2,552-79.7% |
| Participant deferral / active EE | $2,457 | $6,496-62.2% | $7,906-68.9% | $4,126-40.4% |
| Admin fee / account holder | $382 | $8,415-95.5% | $13,708-97.2% | $7,339-94.8% |