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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 | $10,515 | $86,938-87.9% | $102,423-89.7% | $80,925-87.0% |
| Participation rate | 97.7% | 72.4%+25.3pp | 76.5%+21.2pp | 67.7%+30.0pp |
| Annual return | 19.40% | 18.89%+0.5pp | 29.42%-10.0pp | 35.65%-16.2pp |
| Employer contribution / active EE | $300 | $2,369-87.4% | $3,023-90.1% | $2,756-89.1% |
| Participant deferral / active EE | $3,507 | $4,120-14.9% | $5,054-30.6% | $4,299-18.4% |
| Admin fee / account holder | $651 | $8,053-91.9% | $9,455-93.1% | $6,940-90.6% |