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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 | $7,732 | $81,358-90.5% | $155,556-95.0% | $80,959-90.4% |
| Participation rate | 91.9% | 66.3%+25.6pp | 78.2%+13.7pp | 67.7%+24.2pp |
| Annual return | 9.67% | 33.39%-23.7pp | 64.84%-55.2pp | 35.67%-26.0pp |
| Employer contribution / active EE | $189 | $3,106-93.9% | $4,675-96.0% | $2,757-93.2% |
| Participant deferral / active EE | $2,185 | $3,455-36.8% | $5,631-61.2% | $4,300-49.2% |
| Admin fee / account holder | $1,842 | $7,994-77.0% | $15,885-88.4% | $6,925-73.4% |