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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 | $2,157 | $96,508-97.8% | $75,901-97.2% | $152,897-98.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 10.55% | 33.99%-23.4pp | 30.76%-20.2pp | 345.43%-334.9pp |
| Employer contribution / active EE | $476 | $3,310-85.6% | $2,501-81.0% | $4,764-90.0% |
| Participant deferral / active EE | $1,140 | $4,554-75.0% | $3,603-68.4% | $5,851-80.5% |
| Admin fee / account holder | $350 | $8,081-95.7% | $5,420-93.6% | $11,599-97.0% |