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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 | $4,013 | $183,592-97.8% | $155,574-97.4% | $145,877-97.2% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 8.15% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $556 | $5,317-89.5% | $4,676-88.1% | $4,663-88.1% |
| Participant deferral / active EE | $1,954 | $6,466-69.8% | $5,629-65.3% | $6,691-70.8% |
| Admin fee / account holder | $810 | $19,316-95.8% | $15,914-94.9% | $13,402-94.0% |