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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 | $12,147 | $73,787-83.5% | $98,716-87.7% | $82,448-85.3% |
| Participation rate | 94.1% | 61.4%+32.7pp | 69.3%+24.8pp | 68.1%+26.0pp |
| Annual return | 25.54% | 18.57%+7.0pp | 31.81%-6.3pp | 41.64%-16.1pp |
| Employer contribution / active EE | $325 | $1,511-78.5% | $2,279-85.7% | $2,551-87.3% |
| Participant deferral / active EE | $3,961 | $3,081+28.6% | $4,048-2.1% | $4,139-4.3% |
| Admin fee / account holder | $1,008 | $6,500-84.5% | $8,703-88.4% | $7,234-86.1% |