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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 | $35,369 | $100,060-64.7% | $149,721-76.4% | $70,126-49.6% |
| Participation rate | 85.2% | 83.6%+1.6pp | 87.1%-1.9pp | 69.5%+15.6pp |
| Annual return | 12.90% | 27.46%-14.6pp | 1501.67%-1488.8pp | 73.15%-60.3pp |
| Employer contribution / active EE | $1,076 | $3,661-70.6% | $5,444-80.2% | $2,343-54.1% |
| Participant deferral / active EE | $3,492 | $4,982-29.9% | $6,568-46.8% | $3,332+4.8% |
| Admin fee / account holder | $1,460 | $8,285-82.4% | $11,282-87.1% | $4,645-68.6% |