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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 | $17,888 | $81,504-78.1% | $102,437-82.5% | $80,959-77.9% |
| Participation rate | 97.1% | 66.9%+30.2pp | 74.5%+22.6pp | 67.7%+29.4pp |
| Annual return | 14.75% | 25.60%-10.8pp | 24.95%-10.2pp | 35.67%-20.9pp |
| Employer contribution / active EE | $686 | $3,104-77.9% | $3,871-82.3% | $2,757-75.1% |
| Participant deferral / active EE | $5,187 | $3,871+34.0% | $5,060+2.5% | $4,300+20.6% |
| Admin fee / account holder | $695 | $6,719-89.7% | $8,388-91.7% | $6,925-90.0% |