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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 | $11,854 | $78,520-84.9% | $96,576-87.7% | $82,448-85.6% |
| Participation rate | 92.8% | 77.7%+15.0pp | 81.4%+11.3pp | 68.1%+24.7pp |
| Annual return | 13.11% | 41.30%-28.2pp | 38.47%-25.4pp | 41.64%-28.5pp |
| Employer contribution / active EE | $0 | $2,630-100.0% | $3,553-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,815 | $6,754-58.3% | $7,956-64.6% | $4,139-32.0% |
| Admin fee / account holder | $1,764 | $13,455-86.9% | $11,381-84.5% | $7,234-75.6% |