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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 | $94,436-69.7% | $115,599-75.2% | $82,637-65.3% |
| Participation rate | 89.2% | 70.4%+18.8pp | 74.3%+14.9pp | 68.1%+21.1pp |
| Annual return | 15.84% | 18.37%-2.5pp | 111.10%-95.3pp | 53.51%-37.7pp |
| Employer contribution / active EE | $455 | $2,324-80.4% | $2,955-84.6% | $2,552-82.2% |
| Participant deferral / active EE | $3,558 | $3,955-10.0% | $4,889-27.2% | $4,126-13.8% |
| Admin fee / account holder | $678 | $10,328-93.4% | $12,841-94.7% | $7,339-90.8% |