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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 | $9,165 | $143,969-93.6% | $199,883-95.4% | $82,637-88.9% |
| Participation rate | 88.5% | 84.1%+4.3pp | 86.8%+1.7pp | 68.1%+20.4pp |
| Annual return | 18.38% | 25.67%-7.3pp | 43.81%-25.4pp | 53.51%-35.1pp |
| Employer contribution / active EE | $901 | $4,632-80.6% | $6,261-85.6% | $2,552-64.7% |
| Participant deferral / active EE | $3,887 | $6,937-44.0% | $9,138-57.5% | $4,126-5.8% |
| Admin fee / account holder | $975 | $14,597-93.3% | $17,268-94.4% | $7,339-86.7% |