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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 | $23,042 | $162,812-85.8% | $133,971-82.8% | $158,966-85.5% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 0.45% | 41.94%-41.5pp | 45.09%-44.6pp | 302.95%-302.5pp |
| Employer contribution / active EE | $814 | $4,976-83.7% | $3,919-79.2% | $4,762-82.9% |
| Participant deferral / active EE | $3,028 | $5,910-48.8% | $5,047-40.0% | $5,983-49.4% |
| Admin fee / account holder | $1,828 | $11,741-84.4% | $8,929-79.5% | $11,250-83.7% |