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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 | $11,045 | $124,425-91.1% | $112,040-90.1% | $137,256-92.0% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 31.51% | 24.72%+6.8pp | 24.52%+7.0pp | 220.34%-188.8pp |
| Employer contribution / active EE | $262 | $3,411-92.3% | $2,954-91.1% | $4,156-93.7% |
| Participant deferral / active EE | $5,394 | $5,718-5.7% | $5,098+5.8% | $6,407-15.8% |
| Admin fee / account holder | $1,257 | $15,207-91.7% | $12,098-89.6% | $12,270-89.8% |