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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 | $9,305 | $106,524-91.3% | $152,301-93.9% | $87,485-89.4% |
| Participation rate | 78.4% | 75.8%+2.6pp | 82.4%-4.1pp | 68.9%+9.4pp |
| Annual return | 12.57% | 26.89%-14.3pp | 80.50%-67.9pp | 26.06%-13.5pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,134 | $6,525-52.0% | $8,004-60.8% | $4,274-26.7% |
| Admin fee / account holder | $3,588 | $8,287-56.7% | $14,398-75.1% | $7,775-53.8% |