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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 | $10,621 | $198,457-94.6% | $170,435-93.8% | $147,586-92.8% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 4.93% | 257.30%-252.4pp | 205.94%-201.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,190 | $6,183-80.8% | $5,432-78.1% | $4,876-75.6% |
| Participant deferral / active EE | $2,503 | $5,629-55.5% | $4,939-49.3% | $5,439-54.0% |
| Admin fee / account holder | $429 | $16,852-97.5% | $13,881-96.9% | $10,886-96.1% |