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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 | $3,478 | $81,487-95.7% | $102,412-96.6% | $80,935-95.7% |
| Participation rate | 86.8% | 66.8%+20.0pp | 74.5%+12.3pp | 67.7%+19.2pp |
| Annual return | 17.76% | 25.60%-7.8pp | 24.94%-7.2pp | 35.66%-17.9pp |
| Employer contribution / active EE | $651 | $3,103-79.0% | $3,870-83.2% | $2,757-76.4% |
| Participant deferral / active EE | $2,208 | $3,871-43.0% | $5,060-56.4% | $4,299-48.6% |
| Admin fee / account holder | $616 | $6,717-90.8% | $8,388-92.7% | $6,924-91.1% |