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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 | $24,798 | $110,137-77.5% | $161,149-84.6% | $82,637-70.0% |
| Participation rate | 72.7% | 72.4%+0.4pp | 78.8%-6.1pp | 68.1%+4.7pp |
| Annual return | 20.09% | 20.69%-0.6pp | 21.16%-1.1pp | 53.51%-33.4pp |
| Employer contribution / active EE | $494 | $2,856-82.7% | $4,360-88.7% | $2,552-80.6% |
| Participant deferral / active EE | $2,087 | $4,575-54.4% | $6,153-66.1% | $4,126-49.4% |
| Admin fee / account holder | $1,076 | $9,467-88.6% | $15,194-92.9% | $7,339-85.3% |