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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 | $18,963 | $146,267-87.0% | $197,124-90.4% | $82,448-77.0% |
| Participation rate | 85.5% | 84.0%+1.5pp | 86.7%-1.2pp | 68.1%+17.5pp |
| Annual return | 16.36% | 29.61%-13.3pp | 44.34%-28.0pp | 41.64%-25.3pp |
| Employer contribution / active EE | $337 | $4,723-92.9% | $6,227-94.6% | $2,551-86.8% |
| Participant deferral / active EE | $4,443 | $7,035-36.8% | $9,135-51.4% | $4,139+7.3% |
| Admin fee / account holder | $2,589 | $14,422-82.0% | $16,298-84.1% | $7,234-64.2% |