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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 | $9,282 | $93,598-90.1% | $135,974-93.2% | $75,173-87.7% |
| Participation rate | 79.4% | 75.2%+4.2pp | 81.9%-2.5pp | 67.2%+12.2pp |
| Annual return | 3.48% | 30.89%-27.4pp | 68.30%-64.8pp | 160.72%-157.2pp |
| Employer contribution / active EE | $120 | $3,538-96.6% | $4,859-97.5% | $2,671-95.5% |
| Participant deferral / active EE | $5,179 | $6,405-19.1% | $7,760-33.3% | $4,126+25.5% |
| Admin fee / account holder | $740 | $6,978-89.4% | $10,767-93.1% | $5,651-86.9% |