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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 | $13,398 | $52,678-74.6% | $75,784-82.3% | $59,633-77.5% |
| Participation rate | 96.9% | 67.2%+29.6pp | 75.8%+21.1pp | 68.7%+28.2pp |
| Annual return | -4.18% | 2.95%-7.1pp | 9.68%-13.9pp | 2041.45%-2045.6pp |
| Employer contribution / active EE | $261 | $2,193-88.1% | $3,323-92.1% | $2,203-88.1% |
| Participant deferral / active EE | $1,361 | $2,591-47.4% | $3,652-62.7% | $3,192-57.3% |
| Admin fee / account holder | $826 | $3,610-77.1% | $5,300-84.4% | $4,297-80.8% |