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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 | $76,834-94.3% | $108,359-95.9% | $87,485-95.0% |
| Participation rate | 84.3% | 61.7%+22.6pp | 70.1%+14.2pp | 68.9%+15.4pp |
| Annual return | 10.22% | 19.09%-8.9pp | 36.89%-26.7pp | 26.06%-15.8pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,298 | $3,100-58.1% | $4,137-68.6% | $4,274-69.6% |
| Admin fee / account holder | $1,132 | $6,537-82.7% | $9,741-88.4% | $7,775-85.4% |