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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 | $8,871 | $60,442-85.3% | $96,754-90.8% | $87,485-89.9% |
| Participation rate | 81.1% | 58.7%+22.4pp | 70.3%+10.8pp | 68.9%+12.1pp |
| Annual return | 10.49% | 21.97%-11.5pp | 82.04%-71.5pp | 26.06%-15.6pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,187 | $3,280-33.3% | $4,758-54.0% | $4,274-48.8% |
| Admin fee / account holder | $1,611 | $5,069-68.2% | $8,905-81.9% | $7,775-79.3% |