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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 | $97,550-86.1% | $120,344-88.7% | $87,485-84.5% |
| Participation rate | 89.4% | 72.8%+16.5pp | 76.7%+12.7pp | 68.9%+20.4pp |
| Annual return | 13.88% | 18.41%-4.5pp | 20.30%-6.4pp | 26.06%-12.2pp |
| Employer contribution / active EE | $538 | $2,291-76.5% | $3,020-82.2% | $2,596-79.3% |
| Participant deferral / active EE | $3,063 | $4,230-27.6% | $5,135-40.4% | $4,274-28.3% |
| Admin fee / account holder | $1,520 | $9,543-84.1% | $12,742-88.1% | $7,775-80.4% |