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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 | $106,864-91.3% | $147,318-93.7% | $82,637-88.7% |
| Participation rate | 78.4% | 75.5%+2.9pp | 82.1%-3.7pp | 68.1%+10.3pp |
| Annual return | 12.57% | 27.49%-14.9pp | 70.43%-57.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,593-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $3,134 | $6,496-51.8% | $7,906-60.4% | $4,126-24.1% |
| Admin fee / account holder | $3,588 | $8,415-57.4% | $13,708-73.8% | $7,339-51.1% |