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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 | $7,570 | $73,787-89.7% | $98,716-92.3% | $82,448-90.8% |
| Participation rate | 70.0% | 61.4%+8.6pp | 69.3%+0.7pp | 68.1%+1.9pp |
| Annual return | 20.98% | 18.57%+2.4pp | 31.81%-10.8pp | 41.64%-20.7pp |
| Employer contribution / active EE | $120 | $1,511-92.1% | $2,279-94.7% | $2,551-95.3% |
| Participant deferral / active EE | $1,756 | $3,081-43.0% | $4,048-56.6% | $4,139-57.6% |
| Admin fee / account holder | $306 | $6,500-95.3% | $8,703-96.5% | $7,234-95.8% |