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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 | $15,373 | $146,267-89.5% | $197,124-92.2% | $82,448-81.4% |
| Participation rate | 76.9% | 84.0%-7.1pp | 86.7%-9.8pp | 68.1%+8.9pp |
| Annual return | 18.48% | 29.61%-11.1pp | 44.34%-25.9pp | 41.64%-23.2pp |
| Employer contribution / active EE | $819 | $4,723-82.7% | $6,227-86.9% | $2,551-67.9% |
| Participant deferral / active EE | $4,610 | $7,035-34.5% | $9,135-49.5% | $4,139+11.4% |
| Admin fee / account holder | $2,494 | $14,422-82.7% | $16,298-84.7% | $7,234-65.5% |