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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 | $14,360 | $67,602-78.8% | $82,312-82.6% | $70,126-79.5% |
| Participation rate | 96.3% | 72.8%+23.5pp | 76.9%+19.4pp | 69.5%+26.8pp |
| Annual return | 17.01% | 21.57%-4.6pp | 25.88%-8.9pp | 73.15%-56.1pp |
| Employer contribution / active EE | $354 | $1,755-79.8% | $2,428-85.4% | $2,343-84.9% |
| Participant deferral / active EE | $1,718 | $2,987-42.5% | $3,706-53.6% | $3,332-48.4% |
| Admin fee / account holder | $619 | $4,512-86.3% | $5,608-89.0% | $4,645-86.7% |