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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 | $20,518 | $98,240-79.1% | $82,312-75.1% | $147,586-86.1% |
| Participation rate | 94.1% | 79.7%+14.4pp | 76.9%+17.2pp | 82.8%+11.3pp |
| Annual return | 7.89% | 30.85%-23.0pp | 25.88%-18.0pp | 578.59%-570.7pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,840 | $4,383-12.4% | $3,706+3.6% | $5,439-29.4% |
| Admin fee / account holder | $5,095 | $8,563-40.5% | $5,608-9.2% | $10,886-53.2% |