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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 | $12,616 | $138,393-90.9% | $184,256-93.2% | $80,959-84.4% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.7%+27.4pp |
| Annual return | 16.47% | 20.01%-3.5pp | 28.85%-12.4pp | 35.67%-19.2pp |
| Employer contribution / active EE | $887 | $4,847-81.7% | $6,427-86.2% | $2,757-67.8% |
| Participant deferral / active EE | $3,733 | $7,076-47.2% | $9,133-59.1% | $4,300-13.2% |
| Admin fee / account holder | $963 | $10,489-90.8% | $13,899-93.1% | $6,925-86.1% |