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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 | $9,497 | $86,949-89.1% | $102,460-90.7% | $80,959-88.3% |
| Participation rate | 95.2% | 72.4%+22.9pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 13.90% | 18.89%-5.0pp | 29.47%-15.6pp | 35.67%-21.8pp |
| Employer contribution / active EE | $401 | $2,370-83.1% | $3,025-86.7% | $2,757-85.4% |
| Participant deferral / active EE | $2,923 | $4,121-29.1% | $5,056-42.2% | $4,300-32.0% |
| Admin fee / account holder | $1,153 | $8,048-85.7% | $9,460-87.8% | $6,925-83.3% |