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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 | $18,845 | $138,386-86.4% | $184,260-89.8% | $80,935-76.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.7%+7.3pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.84%-14.5pp | 35.66%-21.3pp |
| Employer contribution / active EE | $1,036 | $4,851-78.7% | $6,427-83.9% | $2,757-62.4% |
| Participant deferral / active EE | $3,388 | $7,076-52.1% | $9,133-62.9% | $4,299-21.2% |
| Admin fee / account holder | $1,462 | $10,489-86.1% | $13,898-89.5% | $6,924-78.9% |