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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 | $24,751 | $201,344-87.7% | $184,243-86.6% | $145,877-83.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 7.53% | 29.01%-21.5pp | 28.82%-21.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,301 | $7,022-81.5% | $6,427-79.8% | $4,663-72.1% |
| Participant deferral / active EE | $3,457 | $9,807-64.7% | $9,132-62.1% | $6,691-48.3% |
| Admin fee / account holder | $5,848 | $16,382-64.3% | $13,914-58.0% | $13,402-56.4% |