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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 | $10,206 | $167,504-93.9% | $151,628-93.3% | $134,509-92.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 87.5%+4.8pp | 81.2%+11.1pp |
| Annual return | -21.81% | 7.81%-29.6pp | 3.34%-25.1pp | 418.13%-439.9pp |
| Employer contribution / active EE | $1,399 | $6,828-79.5% | $6,165-77.3% | $4,741-70.5% |
| Participant deferral / active EE | $3,380 | $8,985-62.4% | $8,363-59.6% | $6,400-47.2% |
| Admin fee / account holder | $2,649 | $13,779-80.8% | $11,613-77.2% | $11,427-76.8% |