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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 | $4,418 | $73,787-94.0% | $98,716-95.5% | $82,448-94.6% |
| Participation rate | 84.3% | 61.4%+22.9pp | 69.3%+15.0pp | 68.1%+16.3pp |
| Annual return | 10.22% | 18.57%-8.3pp | 31.81%-21.6pp | 41.64%-31.4pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,298 | $3,081-57.9% | $4,048-67.9% | $4,139-68.6% |
| Admin fee / account holder | $1,132 | $6,500-82.6% | $8,703-87.0% | $7,234-84.4% |