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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 | $21,987 | $80,705-72.8% | $115,768-81.0% | $67,986-67.7% |
| Participation rate | 74.0% | 63.0%+11.0pp | 74.4%-0.4pp | 57.2%+16.8pp |
| Annual return | 12.45% | 18.49%-6.0pp | 100.46%-88.0pp | 31.67%-19.2pp |
| Employer contribution / active EE | $144 | $2,046-92.9% | $2,940-95.1% | $2,019-92.8% |
| Participant deferral / active EE | $1,616 | $3,559-54.6% | $4,917-67.1% | $3,358-51.9% |
| Admin fee / account holder | $2,397 | $4,135-42.0% | $12,439-80.7% | $3,203-25.2% |