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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 | $5,204 | $58,311-91.1% | $81,882-93.6% | $80,959-93.6% |
| Participation rate | 91.1% | 63.5%+27.6pp | 72.4%+18.7pp | 67.7%+23.4pp |
| Annual return | 6.76% | 41.85%-35.1pp | 779.47%-772.7pp | 35.67%-28.9pp |
| Employer contribution / active EE | $66 | $2,347-97.2% | $2,916-97.7% | $2,757-97.6% |
| Participant deferral / active EE | $4,601 | $3,287+40.0% | $4,323+6.4% | $4,300+7.0% |
| Admin fee / account holder | $773 | $4,752-83.7% | $7,360-89.5% | $6,925-88.8% |