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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 | $50,736 | $117,337-56.8% | $197,507-74.3% | $122,131-58.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 80.2%+19.8pp | 75.1%+24.9pp |
| Annual return | 11.17% | 13.57%-2.4pp | -4.87%+16.0pp | 16.17%-5.0pp |
| Employer contribution / active EE | $568 | $2,217-74.4% | $4,728-88.0% | $3,608-84.3% |
| Participant deferral / active EE | $3,275 | $3,863-15.2% | $4,383-25.3% | $3,892-15.8% |
| Admin fee / account holder | $1,517 | $16,833-91.0% | $18,594-91.8% | $11,586-86.9% |