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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 | $5,993 | $72,273-91.7% | $101,275-94.1% | $79,856-92.5% |
| Participation rate | 90.3% | 68.5%+21.9pp | 75.8%+14.5pp | 69.6%+20.7pp |
| Annual return | 8.37% | 22.30%-13.9pp | 46.48%-38.1pp | 31.71%-23.3pp |
| Employer contribution / active EE | $330 | $2,691-87.7% | $3,660-91.0% | $2,471-86.6% |
| Participant deferral / active EE | $1,575 | $3,282-52.0% | $4,371-64.0% | $3,741-57.9% |
| Admin fee / account holder | $697 | $4,401-84.2% | $5,948-88.3% | $5,306-86.9% |