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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 | $9,209 | $63,809-85.6% | $81,353-88.7% | $80,935-88.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 9.85% | 16.37%-6.5pp | 24.82%-15.0pp | 35.66%-25.8pp |
| Employer contribution / active EE | $392 | $1,981-80.2% | $2,464-84.1% | $2,757-85.8% |
| Participant deferral / active EE | $1,463 | $3,093-52.7% | $3,885-62.3% | $4,299-66.0% |
| Admin fee / account holder | $5,654 | $5,686-0.6% | $5,766-1.9% | $6,924-18.3% |