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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 | $86,940-89.1% | $102,434-90.7% | $80,935-88.3% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 13.90% | 18.89%-5.0pp | 29.46%-15.6pp | 35.66%-21.8pp |
| Employer contribution / active EE | $401 | $2,370-83.1% | $3,023-86.7% | $2,757-85.4% |
| Participant deferral / active EE | $2,923 | $4,121-29.1% | $5,055-42.2% | $4,299-32.0% |
| Admin fee / account holder | $1,153 | $8,047-85.7% | $9,462-87.8% | $6,924-83.3% |