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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 | $14,231 | $73,978-80.8% | $96,515-85.3% | $75,173-81.1% |
| Participation rate | 76.7% | 66.4%+10.2pp | 74.3%+2.3pp | 67.2%+9.5pp |
| Annual return | 11.97% | 26.72%-14.8pp | 35.73%-23.8pp | 160.72%-148.8pp |
| Employer contribution / active EE | $400 | $2,931-86.4% | $3,740-89.3% | $2,671-85.0% |
| Participant deferral / active EE | $1,708 | $3,660-53.3% | $4,880-65.0% | $4,126-58.6% |
| Admin fee / account holder | $1,253 | $5,219-76.0% | $6,735-81.4% | $5,651-77.8% |