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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 | $10,904 | $172,111-93.7% | $150,298-92.7% | $137,256-92.1% |
| Participation rate | 80.0% | 81.7%-1.7pp | 77.8%+2.2pp | 80.0%0pp |
| Annual return | 10.70% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $628 | $4,636-86.5% | $4,154-84.9% | $4,156-84.9% |
| Participant deferral / active EE | $2,474 | $6,166-59.9% | $5,453-54.6% | $6,407-61.4% |
| Admin fee / account holder | $949 | $16,471-94.2% | $14,116-93.3% | $12,270-92.3% |