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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 | $13,351 | $181,062-92.6% | $158,223-91.6% | $155,188-91.4% |
| Participation rate | 78.3% | 82.7%-4.4pp | 79.2%-0.9pp | 80.8%-2.5pp |
| Annual return | 6.67% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $709 | $4,565-84.5% | $4,109-82.7% | $4,248-83.3% |
| Participant deferral / active EE | $3,882 | $6,134-36.7% | $5,467-29.0% | $6,531-40.6% |
| Admin fee / account holder | $1,220 | $18,825-93.5% | $16,047-92.4% | $14,480-91.6% |