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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 | $5,480 | $45,050-87.8% | $63,018-91.3% | $70,126-92.2% |
| Participation rate | 90.5% | 69.5%+21.0pp | 74.8%+15.7pp | 69.5%+20.9pp |
| Annual return | 11.62% | 18.76%-7.1pp | 87.62%-76.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $254 | $2,052-87.6% | $2,761-90.8% | $2,343-89.2% |
| Participant deferral / active EE | $774 | $2,466-68.6% | $3,330-76.8% | $3,332-76.8% |
| Admin fee / account holder | $465 | $2,834-83.6% | $3,601-87.1% | $4,645-90.0% |