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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 | $17,784 | $86,940-79.5% | $102,434-82.6% | $80,935-78.0% |
| Participation rate | 93.3% | 72.4%+20.9pp | 76.5%+16.8pp | 67.7%+25.7pp |
| Annual return | 10.29% | 18.89%-8.6pp | 29.46%-19.2pp | 35.66%-25.4pp |
| Employer contribution / active EE | $511 | $2,370-78.4% | $3,023-83.1% | $2,757-81.5% |
| Participant deferral / active EE | $4,427 | $4,121+7.4% | $5,055-12.4% | $4,299+3.0% |
| Admin fee / account holder | $1,755 | $8,047-78.2% | $9,462-81.4% | $6,924-74.6% |