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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 | $27,007 | $95,453-71.7% | $112,040-75.9% | $82,448-67.2% |
| Participation rate | 87.3% | 72.8%+14.6pp | 76.5%+10.8pp | 68.1%+19.3pp |
| Annual return | 15.62% | 23.92%-8.3pp | 24.52%-8.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $634 | $2,318-72.6% | $2,954-78.5% | $2,551-75.1% |
| Participant deferral / active EE | $2,591 | $4,224-38.7% | $5,098-49.2% | $4,139-37.4% |
| Admin fee / account holder | $2,031 | $9,013-77.5% | $12,098-83.2% | $7,234-71.9% |