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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 | $113,442 | $120,737-6.0% | $91,826+23.5% | $254,173-55.4% |
| Participation rate | 100.0% | 10.0%+90.0pp | 4.7%+95.3pp | 43.0%+57.0pp |
| Annual return | 9.50% | 4.61%+4.9pp | 793.01%-783.5pp | 259.17%-249.7pp |
| Employer contribution / active EE | $6,934 | $40,806-83.0% | $27,004-74.3% | $41,471-83.3% |
| Participant deferral / active EE | $0 | $155-100.0% | $154-100.0% | $153-100.0% |
| Admin fee / account holder | $19,396 | $9,698+100.0% | $4,239+357.6% | $21,502-9.8% |