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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 | $73,787-89.5% | $98,716-92.2% | $82,448-90.6% |
| Participation rate | 71.4% | 61.4%+10.0pp | 69.3%+2.1pp | 68.1%+3.4pp |
| Annual return | 23.51% | 18.57%+4.9pp | 31.81%-8.3pp | 41.64%-18.1pp |
| Employer contribution / active EE | $268 | $1,511-82.3% | $2,279-88.2% | $2,551-89.5% |
| Participant deferral / active EE | $2,428 | $3,081-21.2% | $4,048-40.0% | $4,139-41.3% |
| Admin fee / account holder | $1,261 | $6,500-80.6% | $8,703-85.5% | $7,234-82.6% |