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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 | $17,353 | $76,551-77.3% | $123,894-86.0% | $62,881-72.4% |
| Participation rate | 72.7% | 73.0%-0.3pp | 81.4%-8.7pp | 69.3%+3.4pp |
| Annual return | 4.51% | 18.68%-14.2pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $64 | $2,882-97.8% | $4,617-98.6% | $2,281-97.2% |
| Participant deferral / active EE | $2,112 | $4,840-56.4% | $5,984-64.7% | $3,203-34.1% |
| Admin fee / account holder | $1,208 | $4,826-75.0% | $8,357-85.5% | $4,296-71.9% |