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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.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,007 | $88,672-86.5% | $105,223-88.6% | $82,448-85.4% |
| Participation rate | 93.6% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.5pp |
| Annual return | 11.74% | 30.86%-19.1pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $389 | $3,048-87.2% | $3,689-89.5% | $2,551-84.8% |
| Participant deferral / active EE | $2,884 | $4,036-28.6% | $5,072-43.1% | $4,139-30.3% |
| Admin fee / account holder | $879 | $7,146-87.7% | $8,859-90.1% | $7,234-87.9% |