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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 | $2,999 | $57,140-94.8% | $85,240-96.5% | $80,959-96.3% |
| Participation rate | 80.0% | 56.4%+23.6pp | 67.5%+12.5pp | 67.7%+12.3pp |
| Annual return | 6.03% | 21.71%-15.7pp | 66.75%-60.7pp | 35.67%-29.6pp |
| Employer contribution / active EE | $40 | $1,802-97.8% | $2,735-98.6% | $2,757-98.6% |
| Participant deferral / active EE | $1,862 | $3,115-40.2% | $4,527-58.9% | $4,300-56.7% |
| Admin fee / account holder | $646 | $4,992-87.1% | $6,165-89.5% | $6,925-90.7% |