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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 | $14,922 | $178,174-91.6% | $156,181-90.4% | $137,256-89.1% |
| Participation rate | 72.7% | 82.0%-9.3pp | 78.8%-6.1pp | 80.0%-7.2pp |
| Annual return | 9.15% | 84.19%-75.0pp | 64.87%-55.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $826 | $4,972-83.4% | $4,294-80.8% | $4,156-80.1% |
| Participant deferral / active EE | $2,279 | $6,888-66.9% | $6,132-62.8% | $6,407-64.4% |
| Admin fee / account holder | $494 | $17,404-97.2% | $14,586-96.6% | $12,270-96.0% |