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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 | $10,230 | $86,949-88.2% | $102,460-90.0% | $80,959-87.4% |
| Participation rate | 84.5% | 72.4%+12.1pp | 76.5%+8.0pp | 67.7%+16.8pp |
| Annual return | 11.78% | 18.89%-7.1pp | 29.47%-17.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $107 | $2,370-95.5% | $3,025-96.5% | $2,757-96.1% |
| Participant deferral / active EE | $1,861 | $4,121-54.8% | $5,056-63.2% | $4,300-56.7% |
| Admin fee / account holder | $1,117 | $8,048-86.1% | $9,460-88.2% | $6,925-83.9% |