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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 | $10,567 | $138,366-92.4% | $184,185-94.3% | $80,911-86.9% |
| Participation rate | 97.4% | 83.9%+13.6pp | 86.8%+10.6pp | 67.6%+29.8pp |
| Annual return | 22.36% | 20.02%+2.3pp | 28.81%-6.5pp | 35.63%-13.3pp |
| Employer contribution / active EE | $416 | $4,849-91.4% | $6,426-93.5% | $2,756-84.9% |
| Participant deferral / active EE | $3,898 | $7,074-44.9% | $9,132-57.3% | $4,297-9.3% |
| Admin fee / account holder | $3,664 | $10,484-65.0% | $13,909-73.7% | $6,935-47.2% |