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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 | $138,385-90.9% | $184,243-93.2% | $80,925-84.4% |
| Participation rate | 95.1% | 83.9%+11.2pp | 86.8%+8.2pp | 67.7%+27.4pp |
| Annual return | 16.47% | 20.02%-3.5pp | 28.82%-12.3pp | 35.65%-19.2pp |
| Employer contribution / active EE | $887 | $4,851-81.7% | $6,427-86.2% | $2,756-67.8% |
| Participant deferral / active EE | $3,733 | $7,075-47.2% | $9,132-59.1% | $4,299-13.2% |
| Admin fee / account holder | $963 | $10,489-90.8% | $13,914-93.1% | $6,940-86.1% |