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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 | $36,760 | $259,158-85.8% | $132,531-72.3% | $259,158-85.8% |
| Participation rate | 100.0% | 95.8%+4.2pp | 93.5%+6.5pp | 95.8%+4.2pp |
| Annual return | 2.06% | 5.38%-3.3pp | -2.60%+4.7pp | 5.38%-3.3pp |
| Employer contribution / active EE | $2,471 | $22,268-88.9% | $10,558-76.6% | $22,268-88.9% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $5,911-100.0% | $4,649-100.0% |
| Admin fee / account holder | $349 | $9,035-96.1% | $1,049-66.7% | $9,035-96.1% |