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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 | $22,797 | $67,602-66.3% | $82,312-72.3% | $70,126-67.5% |
| Participation rate | 94.1% | 72.8%+21.3pp | 76.9%+17.2pp | 69.5%+24.6pp |
| Annual return | 19.16% | 21.57%-2.4pp | 25.88%-6.7pp | 73.15%-54.0pp |
| Employer contribution / active EE | $147 | $1,755-91.6% | $2,428-93.9% | $2,343-93.7% |
| Participant deferral / active EE | $1,560 | $2,987-47.8% | $3,706-57.9% | $3,332-53.2% |
| Admin fee / account holder | $602 | $4,512-86.7% | $5,608-89.3% | $4,645-87.0% |