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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 | $15,749 | $60,349-73.9% | $74,184-78.8% | $62,881-75.0% |
| Participation rate | 73.7% | 72.7%+1.0pp | 76.6%-2.9pp | 69.3%+4.4pp |
| Annual return | 9.24% | 21.38%-12.1pp | 17.74%-8.5pp | 20.14%-10.9pp |
| Employer contribution / active EE | $270 | $1,680-83.9% | $2,370-88.6% | $2,281-88.2% |
| Participant deferral / active EE | $2,181 | $2,856-23.7% | $3,550-38.6% | $3,203-31.9% |
| Admin fee / account holder | $472 | $4,261-88.9% | $5,586-91.5% | $4,296-89.0% |