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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 | $28,636 | $94,031-69.5% | $115,768-75.3% | $82,448-65.3% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.4%+14.8pp | 68.1%+21.1pp |
| Annual return | 15.84% | 20.61%-4.8pp | 100.46%-84.6pp | 41.64%-25.8pp |
| Employer contribution / active EE | $455 | $2,323-80.4% | $2,940-84.5% | $2,551-82.2% |
| Participant deferral / active EE | $3,558 | $3,972-10.4% | $4,917-27.6% | $4,139-14.1% |
| Admin fee / account holder | $678 | $10,249-93.4% | $12,439-94.5% | $7,234-90.6% |