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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 | $106,749-91.3% | $145,433-93.6% | $82,448-88.7% |
| Participation rate | 78.4% | 75.6%+2.7pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 12.57% | 27.59%-15.0pp | 66.58%-54.0pp | 41.64%-29.1pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,134 | $6,519-51.9% | $7,897-60.3% | $4,139-24.3% |
| Admin fee / account holder | $3,588 | $8,390-57.2% | $13,129-72.7% | $7,234-50.4% |