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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 | $6,729 | $80,983-91.7% | $96,544-93.0% | $75,177-91.0% |
| Participation rate | 89.4% | 71.8%+17.6pp | 76.0%+13.4pp | 67.2%+22.2pp |
| Annual return | 16.82% | 27.05%-10.2pp | 25.88%-9.1pp | 160.75%-143.9pp |
| Employer contribution / active EE | $369 | $2,282-83.8% | $2,966-87.6% | $2,671-86.2% |
| Participant deferral / active EE | $1,978 | $3,929-49.6% | $4,851-59.2% | $4,126-52.1% |
| Admin fee / account holder | $1,399 | $6,717-79.2% | $8,254-83.1% | $5,651-75.2% |