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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 | $16,996 | $106,749-84.1% | $145,433-88.3% | $82,448-79.4% |
| Participation rate | 93.5% | 75.6%+17.9pp | 82.1%+11.4pp | 68.1%+25.5pp |
| Annual return | 12.51% | 27.59%-15.1pp | 66.58%-54.1pp | 41.64%-29.1pp |
| Employer contribution / active EE | $290 | $3,444-91.6% | $4,554-93.6% | $2,551-88.6% |
| Participant deferral / active EE | $2,626 | $6,519-59.7% | $7,897-66.7% | $4,139-36.6% |
| Admin fee / account holder | $2,595 | $8,390-69.1% | $13,129-80.2% | $7,234-64.1% |