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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 | $7,281 | $71,197-89.8% | $93,669-92.2% | $80,925-91.0% |
| Participation rate | 77.1% | 60.4%+16.7pp | 68.7%+8.4pp | 67.7%+9.5pp |
| Annual return | 9.57% | 11.27%-1.7pp | 133.59%-124.0pp | 35.65%-26.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,630 | $4,036-59.6% | $4,416-63.1% | $4,299-62.1% |
| Admin fee / account holder | $467 | $6,959-93.3% | $8,291-94.4% | $6,940-93.3% |