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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 | $11,954 | $124,425-90.4% | $112,040-89.3% | $137,256-91.3% |
| Participation rate | 92.3% | 79.3%+13.0pp | 76.5%+15.8pp | 80.0%+12.3pp |
| Annual return | 17.75% | 24.72%-7.0pp | 24.52%-6.8pp | 220.34%-202.6pp |
| Employer contribution / active EE | $713 | $3,411-79.1% | $2,954-75.9% | $4,156-82.8% |
| Participant deferral / active EE | $2,036 | $5,718-64.4% | $5,098-60.1% | $6,407-68.2% |
| Admin fee / account holder | $970 | $15,207-93.6% | $12,098-92.0% | $12,270-92.1% |