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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 | $161,518 | $216,853-25.5% | $192,072-15.9% | $461,066-65.0% |
| Participation rate | 100.0% | 88.6%+11.4pp | 86.4%+13.6pp | 87.7%+12.3pp |
| Annual return | 15.02% | -0.83%+15.9pp | -0.38%+15.4pp | 484.84%-469.8pp |
| Employer contribution / active EE | $6,667 | $8,611-22.6% | $7,585-12.1% | $9,163-27.2% |
| Participant deferral / active EE | $0 | $4,842-100.0% | $4,904-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,028 | $11,707-91.2% | $10,448-90.2% | $28,147-96.3% |