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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 | $7,563 | $183,592-95.9% | $155,574-95.1% | $145,877-94.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 6.96% | 61.37%-54.4pp | 64.87%-57.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $613 | $5,317-88.5% | $4,676-86.9% | $4,663-86.9% |
| Participant deferral / active EE | $15,327 | $6,466+137.0% | $5,629+172.3% | $6,691+129.1% |
| Admin fee / account holder | $18,337 | $19,316-5.1% | $15,914+15.2% | $13,402+36.8% |