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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 | $14,932 | $86,940-82.8% | $102,434-85.4% | $80,935-81.6% |
| Participation rate | 93.5% | 72.4%+21.1pp | 76.5%+17.0pp | 67.7%+25.8pp |
| Annual return | 10.80% | 18.89%-8.1pp | 29.46%-18.7pp | 35.66%-24.9pp |
| Employer contribution / active EE | $579 | $2,370-75.6% | $3,023-80.8% | $2,757-79.0% |
| Participant deferral / active EE | $3,138 | $4,121-23.9% | $5,055-37.9% | $4,299-27.0% |
| Admin fee / account holder | $586 | $8,047-92.7% | $9,462-93.8% | $6,924-91.5% |