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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 | $21,737 | $123,478-82.4% | $216,567-90.0% | $94,015-76.9% |
| Participation rate | 97.4% | 75.1%+22.3pp | 81.6%+15.8pp | 70.8%+26.6pp |
| Annual return | 14.17% | 23.61%-9.4pp | 12.94%+1.2pp | 17.84%-3.7pp |
| Employer contribution / active EE | $651 | $3,136-79.2% | $5,216-87.5% | $2,790-76.7% |
| Participant deferral / active EE | $2,708 | $4,556-40.6% | $6,191-56.3% | $4,249-36.3% |
| Admin fee / account holder | $2,614 | $12,753-79.5% | $21,981-88.1% | $8,951-70.8% |