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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 | $11,878 | $126,661-90.6% | $113,397-89.5% | $138,895-91.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 76.5%+11.0pp | 79.9%+7.6pp |
| Annual return | 15.71% | 25.05%-9.3pp | 23.20%-7.5pp | 145.39%-129.7pp |
| Employer contribution / active EE | $313 | $3,456-91.0% | $2,977-89.5% | $4,194-92.5% |
| Participant deferral / active EE | $2,087 | $5,693-63.3% | $5,076-58.9% | $6,396-67.4% |
| Admin fee / account holder | $3,228 | $14,549-77.8% | $11,957-73.0% | $12,562-74.3% |