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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 | $13,812 | $140,592-90.2% | $123,105-88.8% | $125,389-89.0% |
| Participation rate | 94.7% | 88.2%+6.5pp | 86.8%+8.0pp | 83.2%+11.5pp |
| Annual return | -6.34% | 16.80%-23.1pp | 13.22%-19.6pp | 282.24%-288.6pp |
| Employer contribution / active EE | $937 | $6,041-84.5% | $5,151-81.8% | $4,866-80.7% |
| Participant deferral / active EE | $6,561 | $6,980-6.0% | $6,229+5.3% | $5,352+22.6% |
| Admin fee / account holder | $3,882 | $11,198-65.3% | $9,014-56.9% | $9,541-59.3% |