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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 | $17,827 | $110,137-83.8% | $161,149-88.9% | $82,637-78.4% |
| Participation rate | 73.1% | 72.4%+0.8pp | 78.8%-5.7pp | 68.1%+5.1pp |
| Annual return | 16.75% | 20.69%-3.9pp | 21.16%-4.4pp | 53.51%-36.8pp |
| Employer contribution / active EE | $497 | $2,856-82.6% | $4,360-88.6% | $2,552-80.5% |
| Participant deferral / active EE | $2,012 | $4,575-56.0% | $6,153-67.3% | $4,126-51.2% |
| Admin fee / account holder | $502 | $9,467-94.7% | $15,194-96.7% | $7,339-93.2% |