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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 | $5,721 | $183,539-96.9% | $155,556-96.3% | $145,897-96.1% |
| Participation rate | 73.9% | 82.7%-8.8pp | 78.2%-4.3pp | 80.3%-6.4pp |
| Annual return | 4.30% | 61.31%-57.0pp | 64.84%-60.5pp | 552.29%-548.0pp |
| Employer contribution / active EE | $265 | $5,315-95.0% | $4,675-94.3% | $4,663-94.3% |
| Participant deferral / active EE | $2,792 | $6,467-56.8% | $5,631-50.4% | $6,689-58.3% |
| Admin fee / account holder | $1,670 | $19,275-91.3% | $15,885-89.5% | $13,390-87.5% |