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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 | $24,756 | $163,687-84.9% | $108,745-77.2% | $273,972-91.0% |
| Participation rate | 75.0% | 82.3%-7.3pp | 77.7%-2.7pp | 83.0%-8.0pp |
| Annual return | 7.10% | 31.16%-24.1pp | 46.22%-39.1pp | 41.46%-34.4pp |
| Employer contribution / active EE | $383 | $4,711-91.9% | $3,323-88.5% | $4,869-92.1% |
| Participant deferral / active EE | $2,370 | $7,155-66.9% | $5,121-53.7% | $5,287-55.2% |
| Admin fee / account holder | $3,746 | $12,890-70.9% | $6,144-39.0% | $10,133-63.0% |