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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 | $18,243 | $106,524-82.9% | $152,301-88.0% | $87,485-79.1% |
| Participation rate | 92.2% | 75.8%+16.4pp | 82.4%+9.7pp | 68.9%+23.2pp |
| Annual return | 13.66% | 26.89%-13.2pp | 80.50%-66.8pp | 26.06%-12.4pp |
| Employer contribution / active EE | $318 | $3,371-90.6% | $4,624-93.1% | $2,596-87.8% |
| Participant deferral / active EE | $2,822 | $6,525-56.8% | $8,004-64.7% | $4,274-34.0% |
| Admin fee / account holder | $3,929 | $8,287-52.6% | $14,398-72.7% | $7,775-49.5% |