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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 | $7,201 | $81,504-91.2% | $102,437-93.0% | $80,959-91.1% |
| Participation rate | 70.0% | 66.9%+3.1pp | 74.5%-4.5pp | 67.7%+2.3pp |
| Annual return | 21.07% | 25.60%-4.5pp | 24.95%-3.9pp | 35.67%-14.6pp |
| Employer contribution / active EE | $564 | $3,104-81.8% | $3,871-85.4% | $2,757-79.5% |
| Participant deferral / active EE | $2,574 | $3,871-33.5% | $5,060-49.1% | $4,300-40.2% |
| Admin fee / account holder | $858 | $6,719-87.2% | $8,388-89.8% | $6,925-87.6% |