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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 | $7,634 | $54,541-86.0% | $78,778-90.3% | $70,126-89.1% |
| Participation rate | 78.3% | 60.8%+17.5pp | 69.2%+9.1pp | 69.5%+8.8pp |
| Annual return | 5.72% | 21.07%-15.4pp | 35.62%-29.9pp | 73.15%-67.4pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,333 | $2,210-39.7% | $2,958-54.9% | $3,332-60.0% |
| Admin fee / account holder | $801 | $3,709-78.4% | $5,134-84.4% | $4,645-82.8% |