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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 | $6,906 | $183,592-96.2% | $155,574-95.6% | $145,877-95.3% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 2.29% | 61.37%-59.1pp | 64.87%-62.6pp | 551.28%-549.0pp |
| Employer contribution / active EE | $464 | $5,317-91.3% | $4,676-90.1% | $4,663-90.1% |
| Participant deferral / active EE | $4,105 | $6,466-36.5% | $5,629-27.1% | $6,691-38.7% |
| Admin fee / account holder | $492 | $19,316-97.5% | $15,914-96.9% | $13,402-96.3% |