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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 | $11,845 | $81,504-85.5% | $102,437-88.4% | $80,959-85.4% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.5pp |
| Annual return | 11.87% | 25.60%-13.7pp | 24.95%-13.1pp | 35.67%-23.8pp |
| Employer contribution / active EE | $360 | $3,104-88.4% | $3,871-90.7% | $2,757-86.9% |
| Participant deferral / active EE | $2,182 | $3,871-43.6% | $5,060-56.9% | $4,300-49.3% |
| Admin fee / account holder | $1,319 | $6,719-80.4% | $8,388-84.3% | $6,925-80.9% |