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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 | $22,846 | $78,423-70.9% | $95,964-76.2% | $79,856-71.4% |
| Participation rate | 98.4% | 73.5%+24.9pp | 77.1%+21.3pp | 69.6%+28.8pp |
| Annual return | 7.72% | 19.37%-11.7pp | 91.64%-83.9pp | 31.71%-24.0pp |
| Employer contribution / active EE | $459 | $1,945-76.4% | $2,541-81.9% | $2,471-81.4% |
| Participant deferral / active EE | $1,898 | $3,440-44.8% | $4,167-54.4% | $3,741-49.2% |
| Admin fee / account holder | $3,845 | $5,622-31.6% | $6,797-43.4% | $5,306-27.5% |