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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 | $335,627-78.9% | $283,941-75.0% | $428,746-83.5% |
| Participation rate | 100.0% | 89.1%+10.9pp | 87.7%+12.3pp | 88.2%+11.8pp |
| Annual return | 10.40% | 0.21%+10.2pp | 1.70%+8.7pp | 331.92%-321.5pp |
| Employer contribution / active EE | $1,818 | $7,488-75.7% | $6,503-72.0% | $8,363-78.3% |
| Participant deferral / active EE | $0 | $5,928-100.0% | $5,606-100.0% | $5,961-100.0% |
| Admin fee / account holder | $5,420 | $33,255-83.7% | $30,380-82.2% | $31,735-82.9% |