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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 | $10,887 | $86,919-87.5% | $102,457-89.4% | $80,911-86.5% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 7.45% | 18.90%-11.4pp | 29.41%-22.0pp | 35.63%-28.2pp |
| Employer contribution / active EE | $526 | $2,368-77.8% | $3,022-82.6% | $2,756-80.9% |
| Participant deferral / active EE | $4,037 | $4,119-2.0% | $5,054-20.1% | $4,297-6.1% |
| Admin fee / account holder | $2,990 | $8,049-62.8% | $9,451-68.4% | $6,935-56.9% |