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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 | $106,749-82.9% | $145,433-87.5% | $82,448-77.9% |
| Participation rate | 92.2% | 75.6%+16.5pp | 82.1%+10.0pp | 68.1%+24.1pp |
| Annual return | 13.66% | 27.59%-13.9pp | 66.58%-52.9pp | 41.64%-28.0pp |
| Employer contribution / active EE | $318 | $3,444-90.8% | $4,554-93.0% | $2,551-87.5% |
| Participant deferral / active EE | $2,822 | $6,519-56.7% | $7,897-64.3% | $4,139-31.8% |
| Admin fee / account holder | $3,929 | $8,390-53.2% | $13,129-70.1% | $7,234-45.7% |