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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 | $19,034 | $101,795-81.3% | $165,100-88.5% | $80,959-76.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.99% | 16.73%-3.7pp | 70.21%-57.2pp | 35.67%-22.7pp |
| Employer contribution / active EE | $730 | $2,954-75.3% | $4,348-83.2% | $2,757-73.5% |
| Participant deferral / active EE | $3,875 | $4,476-13.4% | $6,035-35.8% | $4,300-9.9% |
| Admin fee / account holder | $632 | $8,221-92.3% | $12,696-95.0% | $6,925-90.9% |