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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 | $13,714 | $88,672-84.5% | $105,223-87.0% | $82,448-83.4% |
| Participation rate | 93.2% | 67.9%+25.3pp | 75.0%+18.2pp | 68.1%+25.2pp |
| Annual return | 4.74% | 30.86%-26.1pp | 180.65%-175.9pp | 41.64%-36.9pp |
| Employer contribution / active EE | $595 | $3,048-80.5% | $3,689-83.9% | $2,551-76.7% |
| Participant deferral / active EE | $2,348 | $4,036-41.8% | $5,072-53.7% | $4,139-43.3% |
| Admin fee / account holder | $2,250 | $7,146-68.5% | $8,859-74.6% | $7,234-68.9% |