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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 | $8,250 | $160,028-94.8% | $147,080-94.4% | $145,884-94.3% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | 6.97% | 98.60%-91.6pp | 420.17%-413.2pp | 551.85%-544.9pp |
| Employer contribution / active EE | $905 | $5,286-82.9% | $4,933-81.7% | $4,662-80.6% |
| Participant deferral / active EE | $3,590 | $8,422-57.4% | $8,066-55.5% | $6,690-46.3% |
| Admin fee / account holder | $3,906 | $15,030-74.0% | $12,989-69.9% | $13,392-70.8% |