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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 | $201,370-87.7% | $184,256-86.6% | $145,897-83.0% |
| Participation rate | 77.8% | 87.5%-9.7pp | 86.8%-9.0pp | 80.3%-2.5pp |
| Annual return | 7.53% | 29.05%-21.5pp | 28.85%-21.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,301 | $7,024-81.5% | $6,427-79.8% | $4,663-72.1% |
| Participant deferral / active EE | $3,457 | $9,808-64.8% | $9,133-62.1% | $6,689-48.3% |
| Admin fee / account holder | $5,848 | $16,364-64.3% | $13,899-57.9% | $13,390-56.3% |