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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 | $17,139 | $72,269-76.3% | $101,271-83.1% | $79,852-78.5% |
| Participation rate | 79.1% | 68.5%+10.6pp | 75.8%+3.3pp | 69.6%+9.4pp |
| Annual return | 12.85% | 22.29%-9.4pp | 46.48%-33.6pp | 31.72%-18.9pp |
| Employer contribution / active EE | $360 | $2,692-86.6% | $3,660-90.2% | $2,471-85.4% |
| Participant deferral / active EE | $1,577 | $3,282-51.9% | $4,371-63.9% | $3,740-57.8% |
| Admin fee / account holder | $2,943 | $4,401-33.1% | $5,948-50.5% | $5,306-44.5% |