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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 | $94,031-68.3% | $115,768-74.3% | $82,448-63.9% |
| Participation rate | 70.7% | 70.4%+0.3pp | 74.4%-3.7pp | 68.1%+2.7pp |
| Annual return | 10.40% | 20.61%-10.2pp | 100.46%-90.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $0 | $2,323-100.0% | $2,940-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,142 | $3,972-46.1% | $4,917-56.4% | $4,139-48.3% |
| Admin fee / account holder | $8,103 | $10,249-20.9% | $12,439-34.9% | $7,234+12.0% |