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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 | $12,755 | $77,816-83.6% | $123,552-89.7% | $64,173-80.1% |
| Participation rate | 96.6% | 74.7%+21.8pp | 82.3%+14.3pp | 69.6%+27.0pp |
| Annual return | -10.26% | 12.49%-22.7pp | 119.20%-129.5pp | 7.63%-17.9pp |
| Employer contribution / active EE | $377 | $3,014-87.5% | $4,628-91.9% | $2,381-84.2% |
| Participant deferral / active EE | $2,591 | $5,240-50.6% | $6,426-59.7% | $3,470-25.3% |
| Admin fee / account holder | $518 | $5,519-90.6% | $9,285-94.4% | $4,887-89.4% |