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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 | $6,253 | $154,228-95.9% | $145,433-95.7% | $137,256-95.4% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 23.71% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $443 | $4,804-90.8% | $4,554-90.3% | $4,156-89.3% |
| Participant deferral / active EE | $4,360 | $8,216-46.9% | $7,897-44.8% | $6,407-31.9% |
| Admin fee / account holder | $1,425 | $14,344-90.1% | $13,129-89.1% | $12,270-88.4% |