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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 | $99,875-89.6% | $146,866-93.0% | $86,983-88.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.5%+5.0pp | 69.5%+18.0pp |
| Annual return | 23.68% | 28.10%-4.4pp | 102.85%-79.2pp | 25.83%-2.1pp |
| Employer contribution / active EE | $250 | $3,224-92.3% | $4,425-94.4% | $2,584-90.3% |
| Participant deferral / active EE | $5,254 | $6,322-16.9% | $7,759-32.3% | $4,194+25.3% |
| Admin fee / account holder | $1,191 | $7,838-84.8% | $13,620-91.3% | $7,856-84.8% |