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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 | $23,343 | $67,602-65.5% | $82,312-71.6% | $70,126-66.7% |
| Participation rate | 97.5% | 72.8%+24.7pp | 76.9%+20.6pp | 69.5%+28.0pp |
| Annual return | 8.84% | 21.57%-12.7pp | 25.88%-17.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $276 | $1,755-84.3% | $2,428-88.6% | $2,343-88.2% |
| Participant deferral / active EE | $1,904 | $2,987-36.3% | $3,706-48.6% | $3,332-42.9% |
| Admin fee / account holder | $2,038 | $4,512-54.8% | $5,608-63.7% | $4,645-56.1% |