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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 | $10,030 | $138,393-92.8% | $184,256-94.6% | $80,959-87.6% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.6pp | 67.7%+24.8pp |
| Annual return | 10.75% | 20.01%-9.3pp | 28.85%-18.1pp | 35.67%-24.9pp |
| Employer contribution / active EE | $1,504 | $4,847-69.0% | $6,427-76.6% | $2,757-45.5% |
| Participant deferral / active EE | $3,432 | $7,076-51.5% | $9,133-62.4% | $4,300-20.2% |
| Admin fee / account holder | $379 | $10,489-96.4% | $13,899-97.3% | $6,925-94.5% |