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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 | $20,478 | $113,941-82.0% | $94,229-78.3% | $125,389-83.7% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | -4.82% | 5.29%-10.1pp | 10.68%-15.5pp | 282.24%-287.1pp |
| Employer contribution / active EE | $638 | $4,727-86.5% | $3,587-82.2% | $4,866-86.9% |
| Participant deferral / active EE | $5,724 | $5,179+10.5% | $4,320+32.5% | $5,352+7.0% |
| Admin fee / account holder | $348 | $8,392-95.9% | $6,269-94.4% | $9,541-96.4% |