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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 | $14,496 | $52,836-72.6% | $105,738-86.3% | $64,181-77.4% |
| Participation rate | 81.7% | 66.5%+15.1pp | 76.3%+5.3pp | 69.6%+12.1pp |
| Annual return | -10.12% | 14.30%-24.4pp | 6.27%-16.4pp | 7.63%-17.8pp |
| Employer contribution / active EE | $220 | $1,827-88.0% | $3,268-93.3% | $2,381-90.8% |
| Participant deferral / active EE | $1,261 | $2,545-50.5% | $4,080-69.1% | $3,470-63.7% |
| Admin fee / account holder | $3,035 | $3,959-23.3% | $6,913-56.1% | $4,887-37.9% |