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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 | $375,661-81.1% | $312,151-77.3% | $382,429-81.4% |
| Participation rate | 100.0% | 91.4%+8.6pp | 89.1%+10.9pp | 87.7%+12.3pp |
| Annual return | 10.40% | 0.11%+10.3pp | 1.82%+8.6pp | 248.85%-238.5pp |
| Employer contribution / active EE | $1,818 | $9,697-81.2% | $8,031-77.4% | $8,036-77.4% |
| Participant deferral / active EE | $0 | $5,737-100.0% | $5,370-100.0% | $5,727-100.0% |
| Admin fee / account holder | $5,420 | $64,308-91.6% | $51,799-89.5% | $30,732-82.4% |