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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 | $8,230 | $160,040-94.9% | $147,096-94.4% | $145,877-94.4% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 7.32% | 98.49%-91.2pp | 419.75%-412.4pp | 551.28%-544.0pp |
| Employer contribution / active EE | $763 | $5,289-85.6% | $4,936-84.5% | $4,663-83.6% |
| Participant deferral / active EE | $3,406 | $8,429-59.6% | $8,071-57.8% | $6,691-49.1% |
| Admin fee / account holder | $1,066 | $15,050-92.9% | $13,005-91.8% | $13,402-92.0% |