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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 | $20,275 | $78,425-74.1% | $95,956-78.9% | $79,858-74.6% |
| Participation rate | 87.5% | 73.5%+14.0pp | 77.1%+10.4pp | 69.6%+17.9pp |
| Annual return | 24.42% | 19.37%+5.0pp | 91.63%-67.2pp | 31.72%-7.3pp |
| Employer contribution / active EE | $287 | $1,945-85.2% | $2,541-88.7% | $2,471-88.4% |
| Participant deferral / active EE | $2,662 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $401 | $5,622-92.9% | $6,797-94.1% | $5,306-92.4% |