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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 | $15,589 | $183,516-91.5% | $155,534-90.0% | $145,884-89.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 2.59% | 61.43%-58.8pp | 64.92%-62.3pp | 551.85%-549.3pp |
| Employer contribution / active EE | $905 | $5,315-83.0% | $4,675-80.6% | $4,662-80.6% |
| Participant deferral / active EE | $6,382 | $6,467-1.3% | $5,630+13.4% | $6,690-4.6% |
| Admin fee / account holder | $7,024 | $19,293-63.6% | $15,900-55.8% | $13,392-47.5% |