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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 | $5,750 | $67,894-91.5% | $89,340-93.6% | $82,448-93.0% |
| Participation rate | 94.3% | 64.0%+30.3pp | 69.6%+24.8pp | 68.1%+26.3pp |
| Annual return | 20.95% | 19.21%+1.7pp | 20.57%+0.4pp | 41.64%-20.7pp |
| Employer contribution / active EE | $269 | $1,828-85.3% | $2,231-88.0% | $2,551-89.5% |
| Participant deferral / active EE | $1,553 | $3,072-49.5% | $3,823-59.4% | $4,139-62.5% |
| Admin fee / account holder | $694 | $5,723-87.9% | $6,704-89.7% | $7,234-90.4% |