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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 | $19,260 | $82,028-76.5% | $123,105-84.4% | $59,633-67.7% |
| Participation rate | 81.5% | 83.2%-1.7pp | 86.8%-5.3pp | 68.7%+12.8pp |
| Annual return | -11.52% | 5.12%-16.6pp | 13.22%-24.7pp | 2041.45%-2053.0pp |
| Employer contribution / active EE | $1,024 | $3,297-68.9% | $5,151-80.1% | $2,203-53.5% |
| Participant deferral / active EE | $8,423 | $4,667+80.5% | $6,229+35.2% | $3,192+163.9% |
| Admin fee / account holder | $641 | $5,879-89.1% | $9,014-92.9% | $4,297-85.1% |