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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 | $89,259-86.5% | $107,187-88.8% | $82,637-85.5% |
| Participation rate | 93.6% | 67.9%+25.7pp | 75.0%+18.6pp | 68.1%+25.6pp |
| Annual return | 11.74% | 21.02%-9.3pp | 204.55%-192.8pp | 53.51%-41.8pp |
| Employer contribution / active EE | $389 | $3,080-87.4% | $3,782-89.7% | $2,552-84.8% |
| Participant deferral / active EE | $2,884 | $4,037-28.6% | $5,096-43.4% | $4,126-30.1% |
| Admin fee / account holder | $879 | $7,381-88.1% | $9,162-90.4% | $7,339-88.0% |