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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 | $10,113 | $209,422-95.2% | $178,503-94.3% | $158,982-93.6% |
| Participation rate | 95.5% | 86.4%+9.1pp | 81.9%+13.5pp | 82.0%+13.5pp |
| Annual return | 6.05% | 188.81%-182.8pp | 151.12%-145.1pp | 302.99%-296.9pp |
| Employer contribution / active EE | $717 | $5,707-87.4% | $5,011-85.7% | $4,763-85.0% |
| Participant deferral / active EE | $3,660 | $5,955-38.5% | $5,202-29.6% | $5,983-38.8% |
| Admin fee / account holder | $1,969 | $17,079-88.5% | $13,987-85.9% | $11,252-82.5% |