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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 | $9,228 | $81,504-88.7% | $102,437-91.0% | $80,959-88.6% |
| Participation rate | 78.0% | 66.9%+11.2pp | 74.5%+3.5pp | 67.7%+10.4pp |
| Annual return | 12.00% | 25.60%-13.6pp | 24.95%-12.9pp | 35.67%-23.7pp |
| Employer contribution / active EE | $732 | $3,104-76.4% | $3,871-81.1% | $2,757-73.5% |
| Participant deferral / active EE | $3,139 | $3,871-18.9% | $5,060-38.0% | $4,300-27.0% |
| Admin fee / account holder | $1,238 | $6,719-81.6% | $8,388-85.2% | $6,925-82.1% |