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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 | $11,731 | $76,551-84.7% | $123,894-90.5% | $62,881-81.3% |
| Participation rate | 78.1% | 73.0%+5.1pp | 81.4%-3.3pp | 69.3%+8.8pp |
| Annual return | 1.88% | 18.68%-16.8pp | 47.52%-45.6pp | 20.14%-18.3pp |
| Employer contribution / active EE | $270 | $2,882-90.6% | $4,617-94.1% | $2,281-88.2% |
| Participant deferral / active EE | $3,056 | $4,840-36.9% | $5,984-48.9% | $3,203-4.6% |
| Admin fee / account holder | $586 | $4,826-87.9% | $8,357-93.0% | $4,296-86.4% |