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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 | $8,911 | $67,411-86.8% | $91,004-90.2% | $70,126-87.3% |
| Participation rate | 71.9% | 71.4%+0.5pp | 75.6%-3.7pp | 69.5%+2.3pp |
| Annual return | 11.33% | -40.16%+51.5pp | 4.60%+6.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $285 | $1,786-84.1% | $2,456-88.4% | $2,343-87.9% |
| Participant deferral / active EE | $1,334 | $2,823-52.7% | $3,548-62.4% | $3,332-59.9% |
| Admin fee / account holder | $2,455 | $4,236-42.0% | $5,417-54.7% | $4,645-47.2% |