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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 | $26,917 | $181,896-85.2% | $156,551-82.8% | $273,972-90.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | -23.68% | 30.74%-54.4pp | 32.23%-55.9pp | 41.46%-65.1pp |
| Employer contribution / active EE | $675 | $6,248-89.2% | $5,501-87.7% | $4,869-86.1% |
| Participant deferral / active EE | $10,661 | $5,550+92.1% | $4,871+118.9% | $5,287+101.6% |
| Admin fee / account holder | $7,267 | $15,560-53.3% | $13,028-44.2% | $10,133-28.3% |