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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 | $28,918 | $83,485-65.4% | $125,192-76.9% | $72,975-60.4% |
| Participation rate | 77.8% | 73.3%+4.5pp | 79.8%-2.0pp | 69.5%+8.3pp |
| Annual return | 19.70% | 25.77%-6.1pp | 43.79%-24.1pp | 81.01%-61.3pp |
| Employer contribution / active EE | $276 | $2,346-88.2% | $3,866-92.9% | $2,440-88.7% |
| Participant deferral / active EE | $3,144 | $3,586-12.3% | $4,937-36.3% | $3,608-12.9% |
| Admin fee / account holder | $433 | $5,518-92.2% | $9,704-95.5% | $5,124-91.5% |