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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 | $29,932 | $377,972-92.1% | $300,297-90.0% | $382,429-92.2% |
| Participation rate | 100.0% | 91.7%+8.3pp | 83.3%+16.7pp | 87.7%+12.3pp |
| Annual return | 12.92% | 4.19%+8.7pp | 6.06%+6.9pp | 248.85%-235.9pp |
| Employer contribution / active EE | $0 | $5,545-100.0% | $4,605-100.0% | $8,036-100.0% |
| Participant deferral / active EE | $16,913 | $5,506+207.2% | $4,511+274.9% | $5,727+195.3% |
| Admin fee / account holder | $317 | $20,122-98.4% | $16,510-98.1% | $30,732-99.0% |