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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 | $76,152 | $391,394-80.5% | $342,983-77.8% | $461,066-83.5% |
| Participation rate | 100.0% | 89.0%+11.0pp | 88.2%+11.8pp | 87.7%+12.3pp |
| Annual return | 14.69% | -3.77%+18.5pp | -2.60%+17.3pp | 484.84%-470.1pp |
| Employer contribution / active EE | $13,571 | $8,803+54.2% | $7,825+73.4% | $9,163+48.1% |
| Participant deferral / active EE | $0 | $6,244-100.0% | $6,109-100.0% | $6,032-100.0% |
| Admin fee / account holder | $1,307 | $23,519-94.4% | $22,391-94.2% | $28,147-95.4% |