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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 | $4,489 | $50,554-91.1% | $67,681-93.4% | $87,485-94.9% |
| Participation rate | 73.6% | 67.7%+5.9pp | 73.7%-0.1pp | 68.9%+4.7pp |
| Annual return | 10.15% | 17.81%-7.7pp | 590.58%-580.4pp | 26.06%-15.9pp |
| Employer contribution / active EE | $135 | $1,988-93.2% | $2,678-95.0% | $2,596-94.8% |
| Participant deferral / active EE | $1,423 | $2,961-52.0% | $3,976-64.2% | $4,274-66.7% |
| Admin fee / account holder | $513 | $4,132-87.6% | $6,100-91.6% | $7,775-93.4% |