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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 | $11,312 | $160,028-92.9% | $147,080-92.3% | $145,884-92.2% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 9.15% | 98.60%-89.5pp | 420.17%-411.0pp | 551.85%-542.7pp |
| Employer contribution / active EE | $619 | $5,286-88.3% | $4,933-87.5% | $4,662-86.7% |
| Participant deferral / active EE | $2,803 | $8,422-66.7% | $8,066-65.2% | $6,690-58.1% |
| Admin fee / account holder | $2,444 | $15,030-83.7% | $12,989-81.2% | $13,392-81.7% |