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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 | $77,574-90.0% | $108,753-92.9% | $86,983-91.1% |
| Participation rate | 71.4% | 62.3%+9.1pp | 71.1%+0.3pp | 69.5%+1.9pp |
| Annual return | 23.51% | 18.42%+5.1pp | 37.47%-14.0pp | 25.83%-2.3pp |
| Employer contribution / active EE | $268 | $1,611-83.4% | $2,427-89.0% | $2,584-89.6% |
| Participant deferral / active EE | $2,428 | $3,128-22.4% | $4,115-41.0% | $4,194-42.1% |
| Admin fee / account holder | $1,261 | $6,529-80.7% | $10,320-87.8% | $7,856-84.0% |