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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 | $94,031-78.3% | $115,768-82.3% | $82,448-75.2% |
| Participation rate | 74.3% | 70.4%+3.9pp | 74.4%-0.1pp | 68.1%+6.2pp |
| Annual return | 18.77% | 20.61%-1.8pp | 100.46%-81.7pp | 41.64%-22.9pp |
| Employer contribution / active EE | $630 | $2,323-72.9% | $2,940-78.6% | $2,551-75.3% |
| Participant deferral / active EE | $2,342 | $3,972-41.0% | $4,917-52.4% | $4,139-43.4% |
| Admin fee / account holder | $854 | $10,249-91.7% | $12,439-93.1% | $7,234-88.2% |