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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 | $86,938-75.5% | $102,423-79.2% | $80,925-73.6% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.7%+2.7pp |
| Annual return | 11.34% | 18.89%-7.5pp | 29.42%-18.1pp | 35.65%-24.3pp |
| Employer contribution / active EE | $591 | $2,369-75.1% | $3,023-80.4% | $2,756-78.6% |
| Participant deferral / active EE | $3,106 | $4,120-24.6% | $5,054-38.5% | $4,299-27.7% |
| Admin fee / account holder | $670 | $8,053-91.7% | $9,455-92.9% | $6,940-90.4% |