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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 | $23,544 | $184,014-87.2% | $161,149-85.4% | $138,895-83.0% |
| Participation rate | 81.8% | 82.1%-0.3pp | 78.8%+3.0pp | 79.9%+1.9pp |
| Annual return | 15.44% | 21.52%-6.1pp | 21.16%-5.7pp | 145.39%-130.0pp |
| Employer contribution / active EE | $534 | $5,055-89.4% | $4,360-87.7% | $4,194-87.3% |
| Participant deferral / active EE | $2,547 | $6,909-63.1% | $6,153-58.6% | $6,396-60.2% |
| Admin fee / account holder | $348 | $18,027-98.1% | $15,194-97.7% | $12,562-97.2% |