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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 | $12,503 | $117,904-89.4% | $102,457-87.8% | $145,978-91.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 76.5%-3.8pp | 80.3%-7.6pp |
| Annual return | 12.75% | 31.80%-19.0pp | 29.41%-16.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $491 | $3,613-86.4% | $3,022-83.8% | $4,662-89.5% |
| Participant deferral / active EE | $2,194 | $5,733-61.7% | $5,054-56.6% | $6,690-67.2% |
| Admin fee / account holder | $545 | $13,329-95.9% | $9,451-94.2% | $13,400-95.9% |