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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 | $13,157 | $160,040-91.8% | $147,096-91.1% | $145,877-91.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 6.75% | 98.49%-91.7pp | 419.75%-413.0pp | 551.28%-544.5pp |
| Employer contribution / active EE | $602 | $5,289-88.6% | $4,936-87.8% | $4,663-87.1% |
| Participant deferral / active EE | $3,679 | $8,429-56.4% | $8,071-54.4% | $6,691-45.0% |
| Admin fee / account holder | $1,247 | $15,050-91.7% | $13,005-90.4% | $13,402-90.7% |