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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 | $21,722 | $114,712-81.1% | $173,730-87.5% | $87,485-75.2% |
| Participation rate | 90.9% | 73.0%+17.9pp | 79.6%+11.3pp | 68.9%+22.0pp |
| Annual return | 16.79% | 20.18%-3.4pp | 19.96%-3.2pp | 26.06%-9.3pp |
| Employer contribution / active EE | $303 | $2,904-89.6% | $4,577-93.4% | $2,596-88.3% |
| Participant deferral / active EE | $4,081 | $4,642-12.1% | $6,326-35.5% | $4,274-4.5% |
| Admin fee / account holder | $3,093 | $10,210-69.7% | $17,523-82.4% | $7,775-60.2% |