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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 | $12,992 | $108,825-88.1% | $156,181-91.7% | $82,448-84.2% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 23.44% | 20.59%+2.9pp | 64.87%-41.4pp | 41.64%-18.2pp |
| Employer contribution / active EE | $639 | $2,870-77.8% | $4,294-85.1% | $2,551-75.0% |
| Participant deferral / active EE | $3,793 | $4,577-17.1% | $6,132-38.1% | $4,139-8.4% |
| Admin fee / account holder | $783 | $9,341-91.6% | $14,586-94.6% | $7,234-89.2% |