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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 | $7,650 | $88,042-91.3% | $138,135-94.5% | $79,852-90.4% |
| Participation rate | 71.7% | 71.4%+0.3pp | 78.7%-7.0pp | 69.6%+2.1pp |
| Annual return | 13.38% | 20.58%-7.2pp | 20.51%-7.1pp | 31.72%-18.3pp |
| Employer contribution / active EE | $615 | $3,103-80.2% | $5,587-89.0% | $2,471-75.1% |
| Participant deferral / active EE | $2,445 | $4,704-48.0% | $6,431-62.0% | $3,740-34.6% |
| Admin fee / account holder | $2,725 | $7,791-65.0% | $11,856-77.0% | $5,306-48.6% |