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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 | $37,317 | $270,507-86.2% | $130,488-71.4% | $270,507-86.2% |
| Participation rate | 100.0% | 93.5%+6.5pp | 85.7%+14.3pp | 93.5%+6.5pp |
| Annual return | 2.88% | -4.71%+7.6pp | 3.94%-1.1pp | -4.71%+7.6pp |
| Employer contribution / active EE | $2,732 | $25,782-89.4% | $11,763-76.8% | $25,782-89.4% |
| Participant deferral / active EE | $0 | $5,950-100.0% | $5,470-100.0% | $5,950-100.0% |
| Admin fee / account holder | $8,233 | $10,647-22.7% | $10,652-22.7% | $10,647-22.7% |