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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 | $25,972 | $100,003-74.0% | $146,685-82.3% | $85,856-69.7% |
| Participation rate | 89.0% | 73.1%+16.0pp | 80.1%+8.9pp | 69.3%+19.7pp |
| Annual return | 10.92% | 18.93%-8.0pp | 22.75%-11.8pp | 318.58%-307.7pp |
| Employer contribution / active EE | $603 | $2,559-76.4% | $4,137-85.4% | $2,565-76.5% |
| Participant deferral / active EE | $4,456 | $4,006+11.2% | $5,507-19.1% | $3,952+12.8% |
| Admin fee / account holder | $1,371 | $7,704-82.2% | $10,281-86.7% | $6,261-78.1% |