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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 | $18,029 | $138,393-87.0% | $184,256-90.2% | $80,959-77.7% |
| Participation rate | 84.6% | 83.9%+0.7pp | 86.8%-2.2pp | 67.7%+16.9pp |
| Annual return | 14.62% | 20.01%-5.4pp | 28.85%-14.2pp | 35.67%-21.0pp |
| Employer contribution / active EE | $1,489 | $4,847-69.3% | $6,427-76.8% | $2,757-46.0% |
| Participant deferral / active EE | $4,200 | $7,076-40.6% | $9,133-54.0% | $4,300-2.3% |
| Admin fee / account holder | $2,029 | $10,489-80.7% | $13,899-85.4% | $6,925-70.7% |