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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 | $17,866 | $67,602-73.6% | $82,312-78.3% | $70,126-74.5% |
| Participation rate | 76.0% | 72.8%+3.2pp | 76.9%-0.9pp | 69.5%+6.5pp |
| Annual return | 19.53% | 21.57%-2.0pp | 25.88%-6.3pp | 73.15%-53.6pp |
| Employer contribution / active EE | $345 | $1,755-80.3% | $2,428-85.8% | $2,343-85.3% |
| Participant deferral / active EE | $2,134 | $2,987-28.6% | $3,706-42.4% | $3,332-36.0% |
| Admin fee / account holder | $487 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |