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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 | $86,940-87.5% | $102,434-89.4% | $80,935-86.5% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+17.9pp | 67.7%+26.8pp |
| Annual return | 7.45% | 18.89%-11.4pp | 29.46%-22.0pp | 35.66%-28.2pp |
| Employer contribution / active EE | $526 | $2,370-77.8% | $3,023-82.6% | $2,757-80.9% |
| Participant deferral / active EE | $4,037 | $4,121-2.0% | $5,055-20.1% | $4,299-6.1% |
| Admin fee / account holder | $2,990 | $8,047-62.8% | $9,462-68.4% | $6,924-56.8% |