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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 | $16,098 | $136,860-88.2% | $120,344-86.6% | $154,746-89.6% |
| Participation rate | 77.8% | 79.9%-2.1pp | 76.7%+1.1pp | 80.7%-2.9pp |
| Annual return | 18.68% | 21.38%-2.7pp | 20.30%-1.6pp | 172.34%-153.7pp |
| Employer contribution / active EE | $540 | $3,533-84.7% | $3,020-82.1% | $4,379-87.7% |
| Participant deferral / active EE | $2,292 | $5,793-60.4% | $5,135-55.4% | $6,730-65.9% |
| Admin fee / account holder | $1,620 | $15,393-89.5% | $12,742-87.3% | $14,365-88.7% |