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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 | $252,813-36.1% | $227,928-29.1% | $428,746-62.3% |
| Participation rate | 100.0% | 92.6%+7.4pp | 90.5%+9.5pp | 88.2%+11.8pp |
| Annual return | 15.02% | 2.59%+12.4pp | 2.99%+12.0pp | 331.92%-316.9pp |
| Employer contribution / active EE | $6,667 | $9,687-31.2% | $8,629-22.7% | $8,363-20.3% |
| Participant deferral / active EE | $0 | $5,282-100.0% | $5,154-100.0% | $5,961-100.0% |
| Admin fee / account holder | $1,028 | $14,812-93.1% | $13,437-92.4% | $31,735-96.8% |