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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 | $74,535-89.8% | $100,712-92.5% | $82,637-90.8% |
| Participation rate | 70.0% | 61.2%+8.8pp | 69.3%+0.7pp | 68.1%+1.9pp |
| Annual return | 20.98% | 18.92%+2.1pp | 33.27%-12.3pp | 53.51%-32.5pp |
| Employer contribution / active EE | $120 | $1,503-92.0% | $2,313-94.8% | $2,552-95.3% |
| Participant deferral / active EE | $1,756 | $3,074-42.9% | $4,085-57.0% | $4,126-57.4% |
| Admin fee / account holder | $306 | $6,576-95.3% | $9,256-96.7% | $7,339-95.8% |