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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 | $30,690 | $110,137-72.1% | $161,149-81.0% | $82,637-62.9% |
| Participation rate | 80.6% | 72.4%+8.3pp | 78.8%+1.8pp | 68.1%+12.6pp |
| Annual return | 11.68% | 20.69%-9.0pp | 21.16%-9.5pp | 53.51%-41.8pp |
| Employer contribution / active EE | $392 | $2,856-86.3% | $4,360-91.0% | $2,552-84.6% |
| Participant deferral / active EE | $2,476 | $4,575-45.9% | $6,153-59.8% | $4,126-40.0% |
| Admin fee / account holder | $2,193 | $9,467-76.8% | $15,194-85.6% | $7,339-70.1% |