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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 | $106,524-90.3% | $152,301-93.2% | $87,485-88.2% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 23.68% | 26.89%-3.2pp | 80.50%-56.8pp | 26.06%-2.4pp |
| Employer contribution / active EE | $250 | $3,371-92.6% | $4,624-94.6% | $2,596-90.4% |
| Participant deferral / active EE | $5,254 | $6,525-19.5% | $8,004-34.4% | $4,274+22.9% |
| Admin fee / account holder | $1,191 | $8,287-85.6% | $14,398-91.7% | $7,775-84.7% |