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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 | $114,712-81.1% | $173,730-87.5% | $87,485-75.2% |
| Participation rate | 97.4% | 73.0%+24.4pp | 79.6%+17.9pp | 68.9%+28.5pp |
| Annual return | 14.17% | 20.18%-6.0pp | 19.96%-5.8pp | 26.06%-11.9pp |
| Employer contribution / active EE | $651 | $2,904-77.6% | $4,577-85.8% | $2,596-74.9% |
| Participant deferral / active EE | $2,708 | $4,642-41.7% | $6,326-57.2% | $4,274-36.6% |
| Admin fee / account holder | $2,614 | $10,210-74.4% | $17,523-85.1% | $7,775-66.4% |