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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 | $88,291 | $288,797-69.4% | $239,577-63.1% | $382,429-76.9% |
| Participation rate | 100.0% | 85.8%+14.2pp | 82.1%+17.9pp | 87.7%+12.3pp |
| Annual return | 19.19% | -3.30%+22.5pp | -0.70%+19.9pp | 248.85%-229.7pp |
| Employer contribution / active EE | $5,500 | $8,558-35.7% | $7,232-23.9% | $8,036-31.6% |
| Participant deferral / active EE | $0 | $6,420-100.0% | $5,676-100.0% | $5,727-100.0% |
| Admin fee / account holder | $712 | $18,649-96.2% | $19,315-96.3% | $30,732-97.7% |