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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 | $115,931-81.3% | $185,441-88.3% | $86,983-75.0% |
| Participation rate | 97.4% | 73.6%+23.8pp | 80.3%+17.2pp | 69.5%+27.9pp |
| Annual return | 14.17% | 21.47%-7.3pp | 20.16%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $651 | $2,937-77.8% | $4,672-86.1% | $2,584-74.8% |
| Participant deferral / active EE | $2,708 | $4,551-40.5% | $6,152-56.0% | $4,194-35.4% |
| Admin fee / account holder | $2,614 | $10,687-75.5% | $17,890-85.4% | $7,856-66.7% |