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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 | $14,756 | $56,894-74.1% | $84,753-82.6% | $62,881-76.5% |
| Participation rate | 76.6% | 68.5%+8.1pp | 76.6%0pp | 69.3%+7.3pp |
| Annual return | 6.98% | 6.30%+0.7pp | 22.78%-15.8pp | 20.14%-13.2pp |
| Employer contribution / active EE | $296 | $2,400-87.7% | $3,574-91.7% | $2,281-87.0% |
| Participant deferral / active EE | $1,960 | $2,709-27.7% | $3,712-47.2% | $3,203-38.8% |
| Admin fee / account holder | $1,115 | $3,581-68.9% | $5,333-79.1% | $4,296-74.1% |