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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 | $17,900 | $81,504-78.0% | $102,437-82.5% | $80,959-77.9% |
| Participation rate | 86.5% | 66.9%+19.6pp | 74.5%+12.0pp | 67.7%+18.8pp |
| Annual return | 11.18% | 25.60%-14.4pp | 24.95%-13.8pp | 35.67%-24.5pp |
| Employer contribution / active EE | $637 | $3,104-79.5% | $3,871-83.5% | $2,757-76.9% |
| Participant deferral / active EE | $2,269 | $3,871-41.4% | $5,060-55.2% | $4,300-47.2% |
| Admin fee / account holder | $2,422 | $6,719-64.0% | $8,388-71.1% | $6,925-65.0% |