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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 | $25,739 | $72,486-64.5% | $87,103-70.5% | $72,976-64.7% |
| Participation rate | 70.2% | 72.8%-2.6pp | 76.9%-6.7pp | 69.5%+0.7pp |
| Annual return | 21.40% | 24.46%-3.1pp | 28.19%-6.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $356 | $1,894-81.2% | $2,521-85.9% | $2,440-85.4% |
| Participant deferral / active EE | $1,833 | $3,270-43.9% | $4,049-54.7% | $3,608-49.2% |
| Admin fee / account holder | $527 | $5,055-89.6% | $7,491-93.0% | $5,124-89.7% |