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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 | $124,425-87.1% | $112,040-85.6% | $137,256-88.3% |
| Participation rate | 77.8% | 79.3%-1.5pp | 76.5%+1.3pp | 80.0%-2.2pp |
| Annual return | 18.68% | 24.72%-6.0pp | 24.52%-5.8pp | 220.34%-201.7pp |
| Employer contribution / active EE | $540 | $3,411-84.2% | $2,954-81.7% | $4,156-87.0% |
| Participant deferral / active EE | $2,292 | $5,718-59.9% | $5,098-55.0% | $6,407-64.2% |
| Admin fee / account holder | $1,620 | $15,207-89.3% | $12,098-86.6% | $12,270-86.8% |