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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 | $28,810 | $85,515-66.3% | $112,040-74.3% | $67,986-57.6% |
| Participation rate | 90.8% | 68.2%+22.5pp | 76.5%+14.3pp | 57.2%+33.5pp |
| Annual return | 14.47% | 29.68%-15.2pp | 24.52%-10.1pp | 31.67%-17.2pp |
| Employer contribution / active EE | $537 | $2,191-75.5% | $2,954-81.8% | $2,019-73.4% |
| Participant deferral / active EE | $2,466 | $4,014-38.6% | $5,098-51.6% | $3,358-26.6% |
| Admin fee / account holder | $2,487 | $3,774-34.1% | $12,098-79.4% | $3,203-22.4% |