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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 | $6,762 | $81,446-91.7% | $103,374-93.5% | $80,874-91.6% |
| Participation rate | 90.1% | 66.9%+23.3pp | 74.5%+15.6pp | 67.6%+22.5pp |
| Annual return | 7.03% | 25.57%-18.5pp | 24.89%-17.9pp | 35.62%-28.6pp |
| Employer contribution / active EE | $465 | $3,107-85.0% | $3,869-88.0% | $2,756-83.1% |
| Participant deferral / active EE | $2,540 | $3,870-34.4% | $5,058-49.8% | $4,297-40.9% |
| Admin fee / account holder | $504 | $6,715-92.5% | $8,394-94.0% | $6,935-92.7% |