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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 | $1,193 | $81,358-98.5% | $155,556-99.2% | $80,959-98.5% |
| Participation rate | 82.9% | 66.3%+16.7pp | 78.2%+4.7pp | 67.7%+15.3pp |
| Annual return | 6.77% | 33.39%-26.6pp | 64.84%-58.1pp | 35.67%-28.9pp |
| Employer contribution / active EE | $310 | $3,106-90.0% | $4,675-93.4% | $2,757-88.8% |
| Participant deferral / active EE | $927 | $3,455-73.2% | $5,631-83.5% | $4,300-78.4% |
| Admin fee / account holder | $726 | $7,994-90.9% | $15,885-95.4% | $6,925-89.5% |