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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 | $18,813 | $72,269-74.0% | $101,271-81.4% | $79,852-76.4% |
| Participation rate | 90.0% | 68.5%+21.5pp | 75.8%+14.2pp | 69.6%+20.4pp |
| Annual return | 7.34% | 22.29%-15.0pp | 46.48%-39.1pp | 31.72%-24.4pp |
| Employer contribution / active EE | $592 | $2,692-78.0% | $3,660-83.8% | $2,471-76.0% |
| Participant deferral / active EE | $2,470 | $3,282-24.7% | $4,371-43.5% | $3,740-34.0% |
| Admin fee / account holder | $2,305 | $4,401-47.6% | $5,948-61.2% | $5,306-56.6% |