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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 | $138,385-92.8% | $184,243-94.6% | $80,925-87.6% |
| Participation rate | 92.5% | 83.9%+8.6pp | 86.8%+5.6pp | 67.7%+24.8pp |
| Annual return | 10.75% | 20.02%-9.3pp | 28.82%-18.1pp | 35.65%-24.9pp |
| Employer contribution / active EE | $1,504 | $4,851-69.0% | $6,427-76.6% | $2,756-45.4% |
| Participant deferral / active EE | $3,432 | $7,075-51.5% | $9,132-62.4% | $4,299-20.2% |
| Admin fee / account holder | $379 | $10,489-96.4% | $13,914-97.3% | $6,940-94.5% |