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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 | $23,962 | $83,485-71.3% | $125,192-80.9% | $72,975-67.2% |
| Participation rate | 80.3% | 73.3%+7.0pp | 79.8%+0.5pp | 69.5%+10.8pp |
| Annual return | 22.46% | 25.77%-3.3pp | 43.79%-21.3pp | 81.01%-58.5pp |
| Employer contribution / active EE | $362 | $2,346-84.6% | $3,866-90.6% | $2,440-85.2% |
| Participant deferral / active EE | $2,381 | $3,586-33.6% | $4,937-51.8% | $3,608-34.0% |
| Admin fee / account holder | $482 | $5,518-91.3% | $9,704-95.0% | $5,124-90.6% |