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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 | $100,461 | $293,167-65.7% | $373,805-73.1% | $254,173-60.5% |
| Participation rate | 100.0% | 39.4%+60.6pp | 18.9%+81.1pp | 43.0%+57.0pp |
| Annual return | 2.29% | 8.90%-6.6pp | 9.52%-7.2pp | 259.17%-256.9pp |
| Employer contribution / active EE | $4,500 | $50,076-91.0% | $41,951-89.3% | $41,471-89.1% |
| Participant deferral / active EE | $0 | $16-100.0% | $18-100.0% | $153-100.0% |
| Admin fee / account holder | $459 | $1,317-65.1% | $1,512-69.6% | $21,502-97.9% |