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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 | $32,680 | $123,793-73.6% | $177,848-81.6% | $79,856-59.1% |
| Participation rate | 93.1% | 84.7%+8.4pp | 87.7%+5.4pp | 69.6%+23.5pp |
| Annual return | 4.31% | 22.82%-18.5pp | 48.33%-44.0pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,011 | $4,095-75.3% | $5,919-82.9% | $2,471-59.1% |
| Participant deferral / active EE | $2,916 | $5,956-51.0% | $7,714-62.2% | $3,741-22.0% |
| Admin fee / account holder | $1,672 | $7,243-76.9% | $12,431-86.5% | $5,306-68.5% |