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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 | $21,340 | $83,485-74.4% | $125,192-83.0% | $72,975-70.8% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.5%+17.8pp |
| Annual return | 28.31% | 25.77%+2.5pp | 43.79%-15.5pp | 81.01%-52.7pp |
| Employer contribution / active EE | $267 | $2,346-88.6% | $3,866-93.1% | $2,440-89.1% |
| Participant deferral / active EE | $3,629 | $3,586+1.2% | $4,937-26.5% | $3,608+0.6% |
| Admin fee / account holder | $526 | $5,518-90.5% | $9,704-94.6% | $5,124-89.7% |