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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 | $17,662 | $102,422-82.8% | $147,117-88.0% | $80,959-78.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.96% | 135.16%-127.2pp | 420.54%-412.6pp | 35.67%-27.7pp |
| Employer contribution / active EE | $503 | $3,717-86.5% | $4,932-89.8% | $2,757-81.8% |
| Participant deferral / active EE | $5,061 | $6,652-23.9% | $8,065-37.2% | $4,300+17.7% |
| Admin fee / account holder | $608 | $7,953-92.4% | $12,993-95.3% | $6,925-91.2% |