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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 | $22,284 | $102,422-78.2% | $147,117-84.9% | $80,959-72.5% |
| Participation rate | 73.6% | 75.9%-2.3pp | 82.2%-8.6pp | 67.7%+5.9pp |
| Annual return | 11.69% | 135.16%-123.5pp | 420.54%-408.8pp | 35.67%-24.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,169 | $6,652-7.3% | $8,065-23.5% | $4,300+43.5% |
| Admin fee / account holder | $4,468 | $7,953-43.8% | $12,993-65.6% | $6,925-35.5% |