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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 | $8,684 | $62,583-86.1% | $76,767-88.7% | $64,173-86.5% |
| Participation rate | 88.0% | 72.8%+15.1pp | 77.0%+11.0pp | 69.6%+18.4pp |
| Annual return | -9.25% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,808 | $3,145-42.5% | $3,852-53.0% | $3,470-47.9% |
| Admin fee / account holder | $1,254 | $4,667-73.1% | $6,675-81.2% | $4,887-74.3% |