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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 | $14,697 | $112,131-86.9% | $95,964-84.7% | $158,982-90.8% |
| Participation rate | 70.0% | 79.0%-9.0pp | 77.1%-7.1pp | 82.0%-12.0pp |
| Annual return | 5.34% | 171.19%-165.8pp | 91.64%-86.3pp | 302.99%-297.6pp |
| Employer contribution / active EE | $315 | $3,199-90.2% | $2,541-87.6% | $4,763-93.4% |
| Participant deferral / active EE | $1,607 | $4,784-66.4% | $4,167-61.4% | $5,983-73.1% |
| Admin fee / account holder | $378 | $10,136-96.3% | $6,797-94.4% | $11,252-96.6% |