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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 | $8,784 | $114,119-92.3% | $107,187-91.8% | $138,895-93.7% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.0%+13.9pp | 79.9%+9.0pp |
| Annual return | 1.60% | 273.21%-271.6pp | 204.55%-202.9pp | 145.39%-143.8pp |
| Employer contribution / active EE | $671 | $4,059-83.5% | $3,782-82.3% | $4,194-84.0% |
| Participant deferral / active EE | $1,555 | $5,538-71.9% | $5,096-69.5% | $6,396-75.7% |
| Admin fee / account holder | $1,457 | $10,024-85.5% | $9,162-84.1% | $12,562-88.4% |