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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 | $13,551 | $85,515-84.2% | $112,040-87.9% | $67,986-80.1% |
| Participation rate | 89.6% | 68.2%+21.4pp | 76.5%+13.1pp | 57.2%+32.4pp |
| Annual return | 15.77% | 29.68%-13.9pp | 24.52%-8.7pp | 31.67%-15.9pp |
| Employer contribution / active EE | $339 | $2,191-84.5% | $2,954-88.5% | $2,019-83.2% |
| Participant deferral / active EE | $2,560 | $4,014-36.2% | $5,098-49.8% | $3,358-23.8% |
| Admin fee / account holder | $501 | $3,774-86.7% | $12,098-95.9% | $3,203-84.4% |