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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 | $30,327 | $145,431-79.1% | $211,142-85.6% | $87,485-65.3% |
| Participation rate | 93.0% | 84.7%+8.3pp | 87.3%+5.7pp | 68.9%+24.1pp |
| Annual return | 10.01% | 27.21%-17.2pp | 46.84%-36.8pp | 26.06%-16.0pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,643 | $6,859-3.1% | $9,284-28.4% | $4,274+55.4% |
| Admin fee / account holder | $3,004 | $17,052-82.4% | $19,076-84.3% | $7,775-61.4% |