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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 | $17,093 | $62,583-72.7% | $76,767-77.7% | $64,173-73.4% |
| Participation rate | 81.0% | 72.8%+8.2pp | 77.0%+4.1pp | 69.6%+11.5pp |
| Annual return | -7.88% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,101 | $3,145+94.0% | $3,852+58.4% | $3,470+75.8% |
| Admin fee / account holder | $2,789 | $4,667-40.2% | $6,675-58.2% | $4,887-42.9% |