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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 | $93,345-85.3% | $119,126-88.5% | $87,485-84.3% |
| Participation rate | 93.2% | 68.7%+24.5pp | 75.8%+17.5pp | 68.9%+24.3pp |
| Annual return | 4.74% | 19.08%-14.3pp | 282.11%-277.4pp | 26.06%-21.3pp |
| Employer contribution / active EE | $595 | $3,172-81.2% | $4,034-85.3% | $2,596-77.1% |
| Participant deferral / active EE | $2,348 | $4,099-42.7% | $5,318-55.8% | $4,274-45.1% |
| Admin fee / account holder | $2,250 | $8,039-72.0% | $10,693-79.0% | $7,775-71.1% |