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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 | $97,648-69.5% | $121,663-75.5% | $87,485-66.0% |
| Participation rate | 70.7% | 70.5%+0.3pp | 74.5%-3.8pp | 68.9%+1.8pp |
| Annual return | 10.40% | 18.03%-7.6pp | 147.54%-137.1pp | 26.06%-15.7pp |
| Employer contribution / active EE | $0 | $2,300-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,142 | $3,923-45.4% | $4,887-56.2% | $4,274-49.9% |
| Admin fee / account holder | $8,103 | $11,100-27.0% | $14,289-43.3% | $7,775+4.2% |