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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 | $13,638 | $72,492-81.2% | $87,102-84.3% | $72,983-81.3% |
| Participation rate | 92.6% | 72.8%+19.8pp | 76.9%+15.8pp | 69.5%+23.2pp |
| Annual return | 21.83% | 24.46%-2.6pp | 28.19%-6.4pp | 81.01%-59.2pp |
| Employer contribution / active EE | $203 | $1,894-89.3% | $2,521-92.0% | $2,440-91.7% |
| Participant deferral / active EE | $1,760 | $3,270-46.2% | $4,048-56.5% | $3,608-51.2% |
| Admin fee / account holder | $376 | $5,055-92.6% | $7,491-95.0% | $5,124-92.7% |