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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 | $16,029 | $56,894-71.8% | $84,753-81.1% | $62,881-74.5% |
| Participation rate | 83.1% | 68.5%+14.5pp | 76.6%+6.5pp | 69.3%+13.8pp |
| Annual return | 1.97% | 6.30%-4.3pp | 22.78%-20.8pp | 20.14%-18.2pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,426 | $2,709+26.5% | $3,712-7.7% | $3,203+7.0% |
| Admin fee / account holder | $918 | $3,581-74.4% | $5,333-82.8% | $4,296-78.6% |