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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 | $3,965 | $63,773-93.8% | $81,286-95.1% | $80,925-95.1% |
| Participation rate | 85.7% | 63.9%+21.8pp | 69.5%+16.2pp | 67.7%+18.1pp |
| Annual return | 7.62% | 16.37%-8.7pp | 24.80%-17.2pp | 35.65%-28.0pp |
| Employer contribution / active EE | $65 | $1,979-96.7% | $2,463-97.4% | $2,756-97.6% |
| Participant deferral / active EE | $1,184 | $3,093-61.7% | $3,883-69.5% | $4,299-72.4% |
| Admin fee / account holder | $1,088 | $5,682-80.9% | $5,764-81.1% | $6,940-84.3% |