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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 | $14,892 | $106,524-86.0% | $152,301-90.2% | $87,485-83.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.31% | 26.89%-10.6pp | 80.50%-64.2pp | 26.06%-9.8pp |
| Employer contribution / active EE | $228 | $3,371-93.3% | $4,624-95.1% | $2,596-91.2% |
| Participant deferral / active EE | $2,648 | $6,525-59.4% | $8,004-66.9% | $4,274-38.0% |
| Admin fee / account holder | $418 | $8,287-95.0% | $14,398-97.1% | $7,775-94.6% |