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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 | $9,499 | $101,798-90.7% | $165,071-94.2% | $80,935-88.3% |
| Participation rate | 70.0% | 71.8%-1.8pp | 78.6%-8.6pp | 67.7%+2.3pp |
| Annual return | 14.95% | 16.73%-1.8pp | 70.17%-55.2pp | 35.66%-20.7pp |
| Employer contribution / active EE | $764 | $2,954-74.1% | $4,347-82.4% | $2,757-72.3% |
| Participant deferral / active EE | $2,569 | $4,476-42.6% | $6,035-57.4% | $4,299-40.2% |
| Admin fee / account holder | $1,472 | $8,221-82.1% | $12,695-88.4% | $6,924-78.7% |