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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 | $23,532 | $83,485-71.8% | $125,192-81.2% | $72,975-67.8% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | 22.39% | 25.77%-3.4pp | 43.79%-21.4pp | 81.01%-58.6pp |
| Employer contribution / active EE | $283 | $2,346-87.9% | $3,866-92.7% | $2,440-88.4% |
| Participant deferral / active EE | $2,690 | $3,586-25.0% | $4,937-45.5% | $3,608-25.5% |
| Admin fee / account holder | $1,744 | $5,518-68.4% | $9,704-82.0% | $5,124-66.0% |