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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 | $7,758 | $68,705-88.7% | $86,279-91.0% | $82,637-90.6% |
| Participation rate | 100.0% | 73.5%+26.5pp | 78.7%+21.3pp | 68.1%+31.9pp |
| Annual return | 13.65% | 16.81%-3.2pp | 30.40%-16.7pp | 53.51%-39.9pp |
| Employer contribution / active EE | $540 | $3,714-85.5% | $4,663-88.4% | $2,552-78.8% |
| Participant deferral / active EE | $1,716 | $4,188-59.0% | $5,658-69.7% | $4,126-58.4% |
| Admin fee / account holder | $1,750 | $6,541-73.2% | $10,485-83.3% | $7,339-76.2% |