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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 | $22,390 | $101,798-78.0% | $165,071-86.4% | $80,935-72.3% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.0pp | 67.7%+29.0pp |
| Annual return | 13.49% | 16.73%-3.2pp | 70.17%-56.7pp | 35.66%-22.2pp |
| Employer contribution / active EE | $724 | $2,954-75.5% | $4,347-83.3% | $2,757-73.7% |
| Participant deferral / active EE | $2,429 | $4,476-45.7% | $6,035-59.7% | $4,299-43.5% |
| Admin fee / account holder | $1,376 | $8,221-83.3% | $12,695-89.2% | $6,924-80.1% |