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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 | $11,109 | $81,504-86.4% | $102,437-89.2% | $80,959-86.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.53% | 25.60%-10.1pp | 24.95%-9.4pp | 35.67%-20.1pp |
| Employer contribution / active EE | $448 | $3,104-85.6% | $3,871-88.4% | $2,757-83.8% |
| Participant deferral / active EE | $4,823 | $3,871+24.6% | $5,060-4.7% | $4,300+12.2% |
| Admin fee / account holder | $2,196 | $6,719-67.3% | $8,388-73.8% | $6,925-68.3% |