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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 | $13,655 | $94,031-85.5% | $115,768-88.2% | $82,448-83.4% |
| Participation rate | 94.7% | 70.4%+24.3pp | 74.4%+20.3pp | 68.1%+26.7pp |
| Annual return | 12.68% | 20.61%-7.9pp | 100.46%-87.8pp | 41.64%-29.0pp |
| Employer contribution / active EE | $315 | $2,323-86.4% | $2,940-89.3% | $2,551-87.6% |
| Participant deferral / active EE | $2,337 | $3,972-41.2% | $4,917-52.5% | $4,139-43.5% |
| Admin fee / account holder | $828 | $10,249-91.9% | $12,439-93.3% | $7,234-88.6% |