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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 | $70,951 | $351,509-79.8% | $321,147-77.9% | $483,350-85.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 85.1%+14.9pp | 89.0%+11.0pp |
| Annual return | 10.40% | -8.14%+18.5pp | -7.38%+17.8pp | 533.38%-523.0pp |
| Employer contribution / active EE | $1,818 | $8,931-79.6% | $8,015-77.3% | $9,034-79.9% |
| Participant deferral / active EE | $0 | $7,982-100.0% | $7,762-100.0% | $6,196-100.0% |
| Admin fee / account holder | $5,420 | $26,384-79.5% | $23,745-77.2% | $41,445-86.9% |