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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 | $11,711 | $81,504-85.6% | $102,437-88.6% | $80,959-85.5% |
| Participation rate | 87.5% | 66.9%+20.6pp | 74.5%+13.0pp | 67.7%+19.8pp |
| Annual return | 4.20% | 25.60%-21.4pp | 24.95%-20.7pp | 35.67%-31.5pp |
| Employer contribution / active EE | $522 | $3,104-83.2% | $3,871-86.5% | $2,757-81.1% |
| Participant deferral / active EE | $4,036 | $3,871+4.3% | $5,060-20.2% | $4,300-6.1% |
| Admin fee / account holder | $828 | $6,719-87.7% | $8,388-90.1% | $6,925-88.0% |