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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 | $9,966 | $76,551-87.0% | $123,894-92.0% | $62,881-84.2% |
| Participation rate | 82.4% | 73.0%+9.4pp | 81.4%+0.9pp | 69.3%+13.0pp |
| Annual return | 7.27% | 18.68%-11.4pp | 47.52%-40.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $360 | $2,882-87.5% | $4,617-92.2% | $2,281-84.2% |
| Participant deferral / active EE | $5,678 | $4,840+17.3% | $5,984-5.1% | $3,203+77.3% |
| Admin fee / account holder | $1,482 | $4,826-69.3% | $8,357-82.3% | $4,296-65.5% |