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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 | $7,742 | $76,834-89.9% | $108,359-92.9% | $87,485-91.2% |
| Participation rate | 71.4% | 61.7%+9.7pp | 70.1%+1.3pp | 68.9%+2.5pp |
| Annual return | 23.51% | 19.09%+4.4pp | 36.89%-13.4pp | 26.06%-2.6pp |
| Employer contribution / active EE | $268 | $1,556-82.8% | $2,399-88.8% | $2,596-89.7% |
| Participant deferral / active EE | $2,428 | $3,100-21.7% | $4,137-41.3% | $4,274-43.2% |
| Admin fee / account holder | $1,261 | $6,537-80.7% | $9,741-87.1% | $7,775-83.8% |