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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 | $20,501 | $87,834-76.7% | $133,975-84.7% | $62,881-67.4% |
| Participation rate | 90.0% | 83.4%+6.6pp | 87.1%+2.9pp | 69.3%+20.7pp |
| Annual return | 5.42% | 12.05%-6.6pp | 29.29%-23.9pp | 20.14%-14.7pp |
| Employer contribution / active EE | $720 | $3,482-79.3% | $5,211-86.2% | $2,281-68.4% |
| Participant deferral / active EE | $4,528 | $4,812-5.9% | $6,282-27.9% | $3,203+41.4% |
| Admin fee / account holder | $1,163 | $5,372-78.4% | $9,324-87.5% | $4,296-72.9% |