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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 | $145,431-87.0% | $211,142-91.0% | $87,485-78.3% |
| Participation rate | 85.5% | 84.7%+0.8pp | 87.3%-1.8pp | 68.9%+16.6pp |
| Annual return | 16.36% | 27.21%-10.8pp | 46.84%-30.5pp | 26.06%-9.7pp |
| Employer contribution / active EE | $337 | $4,662-92.8% | $6,442-94.8% | $2,596-87.0% |
| Participant deferral / active EE | $4,443 | $6,859-35.2% | $9,284-52.1% | $4,274+4.0% |
| Admin fee / account holder | $2,589 | $17,052-84.8% | $19,076-86.4% | $7,775-66.7% |