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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 | $13,573 | $95,453-85.8% | $112,040-87.9% | $82,448-83.5% |
| Participation rate | 89.4% | 72.8%+16.6pp | 76.5%+12.9pp | 68.1%+21.3pp |
| Annual return | 13.88% | 23.92%-10.0pp | 24.52%-10.6pp | 41.64%-27.8pp |
| Employer contribution / active EE | $538 | $2,318-76.8% | $2,954-81.8% | $2,551-78.9% |
| Participant deferral / active EE | $3,063 | $4,224-27.5% | $5,098-39.9% | $4,139-26.0% |
| Admin fee / account holder | $1,520 | $9,013-83.1% | $12,098-87.4% | $7,234-79.0% |