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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 | $6,370 | $78,013-91.8% | $178,449-96.4% | $80,911-92.1% |
| Participation rate | 85.7% | 65.7%+20.0pp | 77.1%+8.6pp | 67.6%+18.1pp |
| Annual return | 10.47% | 18.07%-7.6pp | 27.09%-16.6pp | 35.63%-25.2pp |
| Employer contribution / active EE | $430 | $2,287-81.2% | $3,951-89.1% | $2,756-84.4% |
| Participant deferral / active EE | $1,451 | $4,408-67.1% | $6,277-76.9% | $4,297-66.2% |
| Admin fee / account holder | $833 | $7,166-88.4% | $10,362-92.0% | $6,935-88.0% |