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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 | $8,793 | $198,462-95.6% | $170,439-94.8% | $147,585-94.0% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 4.47% | 257.30%-252.8pp | 205.94%-201.5pp | 578.58%-574.1pp |
| Employer contribution / active EE | $1,052 | $6,184-83.0% | $5,433-80.6% | $4,876-78.4% |
| Participant deferral / active EE | $2,064 | $5,629-63.3% | $4,939-58.2% | $5,439-62.1% |
| Admin fee / account holder | $1,326 | $16,852-92.1% | $13,881-90.4% | $10,886-87.8% |