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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 | $10,349 | $106,749-90.3% | $145,433-92.9% | $82,448-87.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 23.68% | 27.59%-3.9pp | 66.58%-42.9pp | 41.64%-18.0pp |
| Employer contribution / active EE | $250 | $3,444-92.7% | $4,554-94.5% | $2,551-90.2% |
| Participant deferral / active EE | $5,254 | $6,519-19.4% | $7,897-33.5% | $4,139+26.9% |
| Admin fee / account holder | $1,191 | $8,390-85.8% | $13,129-90.9% | $7,234-83.5% |