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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 | $107,416 | $274,636-60.9% | $247,190-56.5% | $254,173-57.7% |
| Participation rate | 100.0% | 19.5%+80.5pp | 15.2%+84.8pp | 43.0%+57.0pp |
| Annual return | 13.48% | 7.44%+6.0pp | 7.87%+5.6pp | 259.17%-245.7pp |
| Employer contribution / active EE | $0 | $36,975-100.0% | $31,784-100.0% | $41,471-100.0% |
| Participant deferral / active EE | $0 | $171-100.0% | $241-100.0% | $153-100.0% |
| Admin fee / account holder | $918 | $288,252-99.7% | $240,514-99.6% | $21,502-95.7% |