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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 | $95,404-71.7% | $113,397-76.2% | $82,637-67.3% |
| Participation rate | 87.3% | 72.8%+14.5pp | 76.5%+10.8pp | 68.1%+19.3pp |
| Annual return | 15.62% | 19.08%-3.5pp | 23.20%-7.6pp | 53.51%-37.9pp |
| Employer contribution / active EE | $634 | $2,307-72.5% | $2,977-78.7% | $2,552-75.1% |
| Participant deferral / active EE | $2,591 | $4,220-38.6% | $5,076-49.0% | $4,126-37.2% |
| Admin fee / account holder | $2,031 | $9,168-77.8% | $11,957-83.0% | $7,339-72.3% |