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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 | $2,053 | $183,516-98.9% | $155,534-98.7% | $145,884-98.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1.78% | 61.43%-59.6pp | 64.92%-63.1pp | 551.85%-550.1pp |
| Employer contribution / active EE | $809 | $5,315-84.8% | $4,675-82.7% | $4,662-82.7% |
| Participant deferral / active EE | $1,844 | $6,467-71.5% | $5,630-67.2% | $6,690-72.4% |
| Admin fee / account holder | $665 | $19,293-96.6% | $15,900-95.8% | $13,392-95.0% |