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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 | $11,682 | $202,342-94.2% | $172,752-93.2% | $152,897-92.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 10.89% | 1029.83%-1018.9pp | 802.97%-792.1pp | 345.43%-334.5pp |
| Employer contribution / active EE | $1,029 | $5,858-82.4% | $5,144-80.0% | $4,764-78.4% |
| Participant deferral / active EE | $4,255 | $5,948-28.5% | $5,198-18.1% | $5,851-27.3% |
| Admin fee / account holder | $1,915 | $17,111-88.8% | $13,955-86.3% | $11,599-83.5% |