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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 | $60,147 | $484,799-87.6% | $363,867-83.5% | $484,799-87.6% |
| Participation rate | 100.0% | 91.1%+8.9pp | 50.0%+50.0pp | 91.1%+8.9pp |
| Annual return | 1.95% | 5.95%-4.0pp | -2.29%+4.2pp | 5.95%-4.0pp |
| Employer contribution / active EE | $3,140 | $27,493-88.6% | $19,270-83.7% | $27,493-88.6% |
| Participant deferral / active EE | $0 | $6,572-100.0% | $6,833-100.0% | $6,572-100.0% |
| Admin fee / account holder | $1,400 | $18,209-92.3% | $467+200.0% | $18,209-92.3% |