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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 | $18,091 | $86,288-79.0% | $111,306-83.7% | $85,851-78.9% |
| Participation rate | 83.3% | 73.3%+10.0pp | 77.3%+6.0pp | 69.3%+14.0pp |
| Annual return | 10.11% | 19.99%-9.9pp | 54.67%-44.6pp | 318.63%-308.5pp |
| Employer contribution / active EE | $475 | $2,044-76.8% | $2,732-82.6% | $2,565-81.5% |
| Participant deferral / active EE | $2,025 | $3,641-44.4% | $4,488-54.9% | $3,952-48.8% |
| Admin fee / account holder | $552 | $8,189-93.3% | $7,966-93.1% | $6,261-91.2% |