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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 | $8,363 | $63,809-86.9% | $81,353-89.7% | $80,935-89.7% |
| Participation rate | 92.9% | 63.9%+29.0pp | 69.5%+23.3pp | 67.7%+25.2pp |
| Annual return | 7.95% | 16.37%-8.4pp | 24.82%-16.9pp | 35.66%-27.7pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,921 | $3,093-37.9% | $3,885-50.6% | $4,299-55.3% |
| Admin fee / account holder | $1,835 | $5,686-67.7% | $5,766-68.2% | $6,924-73.5% |