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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 | $22,397 | $93,345-76.0% | $119,126-81.2% | $87,485-74.4% |
| Participation rate | 86.5% | 68.7%+17.8pp | 75.8%+10.8pp | 68.9%+17.6pp |
| Annual return | 10.57% | 19.08%-8.5pp | 282.11%-271.5pp | 26.06%-15.5pp |
| Employer contribution / active EE | $245 | $3,172-92.3% | $4,034-93.9% | $2,596-90.6% |
| Participant deferral / active EE | $2,100 | $4,099-48.8% | $5,318-60.5% | $4,274-50.9% |
| Admin fee / account holder | $504 | $8,039-93.7% | $10,693-95.3% | $7,775-93.5% |