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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 | $18,192 | $102,393-82.2% | $147,041-87.6% | $80,911-77.5% |
| Participation rate | 74.1% | 75.9%-1.8pp | 82.2%-8.1pp | 67.6%+6.4pp |
| Annual return | 5.67% | 134.95%-129.3pp | 419.21%-413.5pp | 35.63%-30.0pp |
| Employer contribution / active EE | $311 | $3,715-91.6% | $4,935-93.7% | $2,756-88.7% |
| Participant deferral / active EE | $3,051 | $6,647-54.1% | $8,071-62.2% | $4,297-29.0% |
| Admin fee / account holder | $7,152 | $7,943-10.0% | $13,006-45.0% | $6,935+3.1% |