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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 | $25,584 | $86,949-70.6% | $102,460-75.0% | $80,959-68.4% |
| Participation rate | 87.5% | 72.4%+15.1pp | 76.5%+11.0pp | 67.7%+19.8pp |
| Annual return | 11.49% | 18.89%-7.4pp | 29.47%-18.0pp | 35.67%-24.2pp |
| Employer contribution / active EE | $651 | $2,370-72.5% | $3,025-78.5% | $2,757-76.4% |
| Participant deferral / active EE | $2,143 | $4,121-48.0% | $5,056-57.6% | $4,300-50.2% |
| Admin fee / account holder | $2,167 | $8,048-73.1% | $9,460-77.1% | $6,925-68.7% |