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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 | $108,825-77.2% | $156,181-84.1% | $82,448-69.9% |
| Participation rate | 72.7% | 72.4%+0.4pp | 78.8%-6.1pp | 68.1%+4.7pp |
| Annual return | 20.09% | 20.59%-0.5pp | 64.87%-44.8pp | 41.64%-21.6pp |
| Employer contribution / active EE | $494 | $2,870-82.8% | $4,294-88.5% | $2,551-80.6% |
| Participant deferral / active EE | $2,087 | $4,577-54.4% | $6,132-66.0% | $4,139-49.6% |
| Admin fee / account holder | $1,076 | $9,341-88.5% | $14,586-92.6% | $7,234-85.1% |