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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 | $37,879 | $123,478-69.3% | $216,567-82.5% | $94,015-59.7% |
| Participation rate | 80.0% | 75.1%+4.9pp | 81.6%-1.6pp | 70.8%+9.2pp |
| Annual return | 16.39% | 23.61%-7.2pp | 12.94%+3.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $405 | $3,136-87.1% | $5,216-92.2% | $2,790-85.5% |
| Participant deferral / active EE | $2,896 | $4,556-36.4% | $6,191-53.2% | $4,249-31.9% |
| Admin fee / account holder | $574 | $12,753-95.5% | $21,981-97.4% | $8,951-93.6% |