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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 | $6,400 | $67,602-90.5% | $82,312-92.2% | $70,126-90.9% |
| Participation rate | 79.7% | 72.8%+6.9pp | 76.9%+2.8pp | 69.5%+10.2pp |
| Annual return | 11.61% | 21.57%-10.0pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $208 | $1,755-88.1% | $2,428-91.4% | $2,343-91.1% |
| Participant deferral / active EE | $1,441 | $2,987-51.8% | $3,706-61.1% | $3,332-56.8% |
| Admin fee / account holder | $488 | $4,512-89.2% | $5,608-91.3% | $4,645-89.5% |