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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 | $8,628 | $71,230-87.9% | $93,727-90.8% | $80,959-89.3% |
| Participation rate | 85.3% | 60.4%+24.9pp | 68.7%+16.6pp | 67.7%+17.6pp |
| Annual return | 8.58% | 11.26%-2.7pp | 133.83%-125.2pp | 35.67%-27.1pp |
| Employer contribution / active EE | $10 | $1,565-99.4% | $2,421-99.6% | $2,757-99.7% |
| Participant deferral / active EE | $2,012 | $4,037-50.2% | $4,417-54.5% | $4,300-53.2% |
| Admin fee / account holder | $822 | $6,961-88.2% | $8,292-90.1% | $6,925-88.1% |