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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 | $38,662 | $55,554-30.4% | $310,574-87.6% | $52,198-25.9% |
| Participation rate | 78.0% | 19.8%+58.2pp | 57.3%+20.7pp | 11.0%+67.0pp |
| Annual return | 11.13% | 7.78%+3.4pp | 8.04%+3.1pp | 8.21%+2.9pp |
| Employer contribution / active EE | $2,998 | $18,545-83.8% | $42,693-93.0% | $13,841-78.3% |
| Participant deferral / active EE | $0 | $7-100.0% | $66-100.0% | $62-100.0% |
| Admin fee / account holder | $889 | $918-3.2% | $8,889-90.0% | $1,652-46.2% |