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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 | $132,832 | $669,896-80.2% | $62,624+112.1% | $669,896-80.2% |
| Participation rate | 100.0% | 90.5%+9.5pp | 88.9%+11.1pp | 90.5%+9.5pp |
| Annual return | 9.45% | 11.25%-1.8pp | 11.31%-1.9pp | 11.25%-1.8pp |
| Employer contribution / active EE | $418 | $23,407-98.2% | $3,987-89.5% | $23,407-98.2% |
| Participant deferral / active EE | $2,785 | $8,339-66.6% | $4,711-40.9% | $8,339-66.6% |
| Admin fee / account holder | $1,450 | $52,310-97.2% | $351+313.4% | $52,310-97.2% |