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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 | $138,366-86.4% | $184,185-89.8% | $80,911-76.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 86.8%-11.8pp | 67.6%+7.4pp |
| Annual return | 14.37% | 20.02%-5.6pp | 28.81%-14.4pp | 35.63%-21.3pp |
| Employer contribution / active EE | $1,036 | $4,849-78.6% | $6,426-83.9% | $2,756-62.4% |
| Participant deferral / active EE | $3,388 | $7,074-52.1% | $9,132-62.9% | $4,297-21.2% |
| Admin fee / account holder | $1,462 | $10,484-86.1% | $13,909-89.5% | $6,935-78.9% |