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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 | $20,923 | $98,776-78.8% | $149,745-86.0% | $79,856-73.8% |
| Participation rate | 90.6% | 75.8%+14.8pp | 82.5%+8.1pp | 69.6%+21.0pp |
| Annual return | 10.92% | 27.38%-16.5pp | 276.72%-265.8pp | 31.71%-20.8pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,646-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,847 | $5,681+2.9% | $6,843-14.6% | $3,741+56.3% |
| Admin fee / account holder | $4,331 | $6,053-28.4% | $9,312-53.5% | $5,306-18.4% |