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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 | $13,570 | $146,267-90.7% | $197,124-93.1% | $82,448-83.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 21.75% | 29.61%-7.9pp | 44.34%-22.6pp | 41.64%-19.9pp |
| Employer contribution / active EE | $1,361 | $4,723-71.2% | $6,227-78.1% | $2,551-46.6% |
| Participant deferral / active EE | $3,460 | $7,035-50.8% | $9,135-62.1% | $4,139-16.4% |
| Admin fee / account holder | $454 | $14,422-96.9% | $16,298-97.2% | $7,234-93.7% |