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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 | $10,780 | $89,370-87.9% | $141,197-92.4% | $72,976-85.2% |
| Participation rate | 74.1% | 75.1%-1.1pp | 82.5%-8.4pp | 69.5%+4.6pp |
| Annual return | 16.59% | 111.88%-95.3pp | 71.41%-54.8pp | 81.02%-64.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,850 | $5,419-47.4% | $6,710-57.5% | $3,608-21.0% |
| Admin fee / account holder | $587 | $5,957-90.1% | $10,265-94.3% | $5,124-88.5% |