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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 | $91,310 | $90,671+0.7% | $85,826+6.4% | $382,429-76.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 72.9%+27.1pp | 87.7%+12.3pp |
| Annual return | 12.06% | -14.82%+26.9pp | -10.29%+22.3pp | 248.85%-236.8pp |
| Employer contribution / active EE | $7,661 | $10,032-23.6% | $6,831+12.1% | $8,036-4.7% |
| Participant deferral / active EE | $0 | $4,675-100.0% | $3,752-100.0% | $5,727-100.0% |
| Admin fee / account holder | $4,137 | $4,773-13.3% | $4,820-14.2% | $30,732-86.5% |