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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 | $22,576 | $217,432-89.6% | $185,849-87.9% | $167,536-86.5% |
| Participation rate | 88.9% | 86.1%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | -3.84% | 148.42%-152.3pp | 122.10%-125.9pp | 478.82%-482.7pp |
| Employer contribution / active EE | $733 | $5,875-87.5% | $5,169-85.8% | $4,839-84.8% |
| Participant deferral / active EE | $3,373 | $6,357-46.9% | $5,569-39.4% | $6,342-46.8% |
| Admin fee / account holder | $3,222 | $19,818-83.7% | $16,244-80.2% | $12,315-73.8% |