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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 | $8,951 | $61,660-85.5% | $80,022-88.8% | $64,173-86.1% |
| Participation rate | 84.0% | 71.7%+12.3pp | 75.8%+8.2pp | 69.6%+14.4pp |
| Annual return | -7.69% | -0.33%-7.4pp | 11.22%-18.9pp | 7.63%-15.3pp |
| Employer contribution / active EE | $83 | $1,810-95.4% | $2,468-96.6% | $2,381-96.5% |
| Participant deferral / active EE | $2,271 | $2,968-23.5% | $3,686-38.4% | $3,470-34.5% |
| Admin fee / account holder | $907 | $5,417-83.3% | $6,521-86.1% | $4,887-81.4% |