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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 | $20,402 | $72,492-71.9% | $87,104-76.6% | $72,975-72.0% |
| Participation rate | 73.3% | 72.8%+0.5pp | 76.9%-3.5pp | 69.5%+3.8pp |
| Annual return | 18.67% | 24.46%-5.8pp | 28.19%-9.5pp | 81.01%-62.3pp |
| Employer contribution / active EE | $438 | $1,894-76.9% | $2,521-82.6% | $2,440-82.0% |
| Participant deferral / active EE | $2,170 | $3,270-33.6% | $4,048-46.4% | $3,608-39.9% |
| Admin fee / account holder | $1,509 | $5,055-70.1% | $7,491-79.9% | $5,124-70.5% |