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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 | $184,014-91.9% | $161,149-90.7% | $138,895-89.3% |
| Participation rate | 72.7% | 82.1%-9.3pp | 78.8%-6.1pp | 79.9%-7.2pp |
| Annual return | 9.15% | 21.52%-12.4pp | 21.16%-12.0pp | 145.39%-136.2pp |
| Employer contribution / active EE | $826 | $5,055-83.7% | $4,360-81.1% | $4,194-80.3% |
| Participant deferral / active EE | $2,279 | $6,909-67.0% | $6,153-63.0% | $6,396-64.4% |
| Admin fee / account holder | $494 | $18,027-97.3% | $15,194-96.8% | $12,562-96.1% |