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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 | $14,012 | $77,962-82.0% | $178,540-92.2% | $80,935-82.7% |
| Participation rate | 75.7% | 65.7%+10.0pp | 77.1%-1.4pp | 67.7%+8.0pp |
| Annual return | 12.20% | 18.10%-5.9pp | 27.15%-14.9pp | 35.66%-23.5pp |
| Employer contribution / active EE | $402 | $2,280-82.4% | $3,953-89.8% | $2,757-85.4% |
| Participant deferral / active EE | $3,425 | $4,404-22.2% | $6,281-45.5% | $4,299-20.3% |
| Admin fee / account holder | $968 | $7,156-86.5% | $10,424-90.7% | $6,924-86.0% |