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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 | $9,134 | $62,589-85.4% | $76,768-88.1% | $64,173-85.8% |
| Participation rate | 90.6% | 72.8%+17.8pp | 77.0%+13.7pp | 69.6%+21.1pp |
| Annual return | -9.24% | -1.95%-7.3pp | 2.43%-11.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $203 | $1,832-88.9% | $2,485-91.8% | $2,381-91.5% |
| Participant deferral / active EE | $1,758 | $3,145-44.1% | $3,852-54.3% | $3,470-49.3% |
| Admin fee / account holder | $393 | $4,667-91.6% | $6,675-94.1% | $4,887-92.0% |