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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 | $29,777 | $109,620-72.8% | $148,496-79.9% | $94,015-68.3% |
| Participation rate | 70.7% | 71.3%-0.5pp | 76.0%-5.3pp | 70.8%-0.1pp |
| Annual return | 10.40% | 17.54%-7.1pp | 12.33%-1.9pp | 17.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,618-100.0% | $3,497-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $2,142 | $3,831-44.1% | $4,808-55.5% | $4,249-49.6% |
| Admin fee / account holder | $8,103 | $10,050-19.4% | $19,547-58.5% | $8,951-9.5% |