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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 | $33,681 | $138,393-75.7% | $184,256-81.7% | $80,959-58.4% |
| Participation rate | 74.7% | 83.9%-9.2pp | 86.8%-12.2pp | 67.7%+7.0pp |
| Annual return | 12.07% | 20.01%-7.9pp | 28.85%-16.8pp | 35.67%-23.6pp |
| Employer contribution / active EE | $542 | $4,847-88.8% | $6,427-91.6% | $2,757-80.3% |
| Participant deferral / active EE | $3,448 | $7,076-51.3% | $9,133-62.2% | $4,300-19.8% |
| Admin fee / account holder | $488 | $10,489-95.3% | $13,899-96.5% | $6,925-93.0% |