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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 | $10,887 | $101,795-89.3% | $165,100-93.4% | $80,959-86.6% |
| Participation rate | 91.2% | 71.8%+19.3pp | 78.6%+12.6pp | 67.7%+23.5pp |
| Annual return | 16.93% | 16.73%+0.2pp | 70.21%-53.3pp | 35.67%-18.7pp |
| Employer contribution / active EE | $718 | $2,954-75.7% | $4,348-83.5% | $2,757-74.0% |
| Participant deferral / active EE | $3,029 | $4,476-32.3% | $6,035-49.8% | $4,300-29.6% |
| Admin fee / account holder | $701 | $8,221-91.5% | $12,696-94.5% | $6,925-89.9% |