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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 | $7,916 | $81,504-90.3% | $102,437-92.3% | $80,959-90.2% |
| Participation rate | 87.1% | 66.9%+20.2pp | 74.5%+12.6pp | 67.7%+19.4pp |
| Annual return | 14.01% | 25.60%-11.6pp | 24.95%-10.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $678 | $3,104-78.1% | $3,871-82.5% | $2,757-75.4% |
| Participant deferral / active EE | $2,571 | $3,871-33.6% | $5,060-49.2% | $4,300-40.2% |
| Admin fee / account holder | $807 | $6,719-88.0% | $8,388-90.4% | $6,925-88.4% |