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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 | $4,290 | $75,541-94.3% | $152,093-97.2% | $82,637-94.8% |
| Participation rate | 87.8% | 66.5%+21.2pp | 77.8%+10.0pp | 68.1%+19.7pp |
| Annual return | 7.74% | 32.56%-24.8pp | 66.36%-58.6pp | 53.51%-45.8pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,901 | $3,206-40.7% | $5,451-65.1% | $4,126-53.9% |
| Admin fee / account holder | $1,384 | $6,405-78.4% | $14,497-90.5% | $7,339-81.1% |