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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 | $21,036 | $76,371-72.5% | $93,621-77.5% | $72,975-71.2% |
| Participation rate | 88.9% | 71.8%+17.1pp | 75.8%+13.1pp | 69.5%+19.4pp |
| Annual return | 27.40% | 25.82%+1.6pp | 32.76%-5.4pp | 81.01%-53.6pp |
| Employer contribution / active EE | $206 | $2,276-90.9% | $2,719-92.4% | $2,440-91.5% |
| Participant deferral / active EE | $1,568 | $3,538-55.7% | $4,070-61.5% | $3,608-56.5% |
| Admin fee / account holder | $1,420 | $6,839-79.2% | $7,890-82.0% | $5,124-72.3% |