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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 | $21,331 | $86,949-75.5% | $102,460-79.2% | $80,959-73.7% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 11.34% | 18.89%-7.6pp | 29.47%-18.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $591 | $2,370-75.1% | $3,025-80.5% | $2,757-78.6% |
| Participant deferral / active EE | $3,106 | $4,121-24.6% | $5,056-38.6% | $4,300-27.8% |
| Admin fee / account holder | $670 | $8,048-91.7% | $9,460-92.9% | $6,925-90.3% |