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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 | $170,371 | $305,245-44.2% | $258,236-34.0% | $428,746-60.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 81.9%+18.1pp | 88.2%+11.8pp |
| Annual return | 11.31% | -5.74%+17.1pp | -3.31%+14.6pp | 331.92%-320.6pp |
| Employer contribution / active EE | $4,706 | $9,167-48.7% | $7,891-40.4% | $8,363-43.7% |
| Participant deferral / active EE | $13,495 | $5,791+133.0% | $5,237+157.7% | $5,961+126.4% |
| Admin fee / account holder | $1,692 | $16,482-89.7% | $14,475-88.3% | $31,735-94.7% |