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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 | $15,283 | $156,398-90.2% | $147,318-89.6% | $138,895-89.0% |
| Participation rate | 88.2% | 83.8%+4.5pp | 82.1%+6.2pp | 79.9%+8.3pp |
| Annual return | 10.89% | 78.75%-67.9pp | 70.43%-59.5pp | 145.39%-134.5pp |
| Employer contribution / active EE | $417 | $4,853-91.4% | $4,593-90.9% | $4,194-90.1% |
| Participant deferral / active EE | $3,649 | $8,237-55.7% | $7,906-53.9% | $6,396-43.0% |
| Admin fee / account holder | $3,330 | $14,976-77.8% | $13,708-75.7% | $12,562-73.5% |