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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 | $11,887 | $51,708-77.0% | $106,619-88.9% | $62,881-81.1% |
| Participation rate | 91.8% | 66.9%+24.9pp | 78.0%+13.8pp | 69.3%+22.5pp |
| Annual return | 6.58% | 4.69%+1.9pp | 9.42%-2.8pp | 20.14%-13.6pp |
| Employer contribution / active EE | $187 | $1,764-89.4% | $3,947-95.3% | $2,281-91.8% |
| Participant deferral / active EE | $1,111 | $2,315-52.0% | $3,930-71.7% | $3,203-65.3% |
| Admin fee / account holder | $917 | $3,349-72.6% | $6,418-85.7% | $4,296-78.7% |