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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 | $20,435 | $109,620-81.4% | $148,496-86.2% | $94,015-78.3% |
| Participation rate | 74.3% | 71.3%+3.0pp | 76.0%-1.8pp | 70.8%+3.5pp |
| Annual return | 18.77% | 17.54%+1.2pp | 12.33%+6.4pp | 17.84%+0.9pp |
| Employer contribution / active EE | $630 | $2,618-75.9% | $3,497-82.0% | $2,790-77.4% |
| Participant deferral / active EE | $2,342 | $3,831-38.9% | $4,808-51.3% | $4,249-44.9% |
| Admin fee / account holder | $854 | $10,050-91.5% | $19,547-95.6% | $8,951-90.5% |