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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 | $18,261 | $117,895-84.5% | $102,460-82.2% | $145,897-87.5% |
| Participation rate | 87.5% | 78.6%+8.9pp | 76.5%+11.0pp | 80.3%+7.2pp |
| Annual return | 7.36% | 31.92%-24.6pp | 29.47%-22.1pp | 552.29%-544.9pp |
| Employer contribution / active EE | $850 | $3,619-76.5% | $3,025-71.9% | $4,663-81.8% |
| Participant deferral / active EE | $2,089 | $5,736-63.6% | $5,056-58.7% | $6,689-68.8% |
| Admin fee / account holder | $1,750 | $13,353-86.9% | $9,460-81.5% | $13,390-86.9% |