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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 | $110,137-88.2% | $161,149-91.9% | $82,637-84.3% |
| Participation rate | 88.3% | 72.4%+16.0pp | 78.8%+9.5pp | 68.1%+20.3pp |
| Annual return | 23.44% | 20.69%+2.8pp | 21.16%+2.3pp | 53.51%-30.1pp |
| Employer contribution / active EE | $639 | $2,856-77.6% | $4,360-85.4% | $2,552-75.0% |
| Participant deferral / active EE | $3,793 | $4,575-17.1% | $6,153-38.4% | $4,126-8.1% |
| Admin fee / account holder | $783 | $9,467-91.7% | $15,194-94.8% | $7,339-89.3% |