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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 | $4,979 | $63,764-92.2% | $81,926-93.9% | $79,858-93.8% |
| Participation rate | 96.9% | 67.5%+29.4pp | 72.0%+24.9pp | 69.6%+27.3pp |
| Annual return | 8.54% | 22.66%-14.1pp | 29.49%-21.0pp | 31.72%-23.2pp |
| Employer contribution / active EE | $308 | $1,795-82.9% | $4,310-92.9% | $2,471-87.5% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $392 | $4,426-91.1% | $5,159-92.4% | $5,306-92.6% |