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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 | $5,690 | $43,344-86.9% | $59,899-90.5% | $64,173-91.1% |
| Participation rate | 89.2% | 69.2%+20.1pp | 74.7%+14.6pp | 69.6%+19.7pp |
| Annual return | -8.46% | -1.55%-6.9pp | 3.46%-11.9pp | 7.63%-16.1pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,069 | $2,547-58.0% | $3,402-68.6% | $3,470-69.2% |
| Admin fee / account holder | $443 | $3,008-85.3% | $3,592-87.7% | $4,887-90.9% |