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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 | $18,418 | $81,504-77.4% | $102,437-82.0% | $80,959-77.3% |
| Participation rate | 93.6% | 66.9%+26.8pp | 74.5%+19.1pp | 67.7%+25.9pp |
| Annual return | 10.19% | 25.60%-15.4pp | 24.95%-14.8pp | 35.67%-25.5pp |
| Employer contribution / active EE | $515 | $3,104-83.4% | $3,871-86.7% | $2,757-81.3% |
| Participant deferral / active EE | $3,061 | $3,871-20.9% | $5,060-39.5% | $4,300-28.8% |
| Admin fee / account holder | $1,020 | $6,719-84.8% | $8,388-87.8% | $6,925-85.3% |