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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 | $138,386-92.4% | $184,260-94.3% | $80,935-86.9% |
| Participation rate | 97.4% | 83.9%+13.5pp | 86.8%+10.6pp | 67.7%+29.8pp |
| Annual return | 22.36% | 20.02%+2.3pp | 28.84%-6.5pp | 35.66%-13.3pp |
| Employer contribution / active EE | $416 | $4,851-91.4% | $6,427-93.5% | $2,757-84.9% |
| Participant deferral / active EE | $3,898 | $7,076-44.9% | $9,133-57.3% | $4,299-9.3% |
| Admin fee / account holder | $3,664 | $10,489-65.1% | $13,898-73.6% | $6,924-47.1% |