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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 | $10,793 | $183,516-94.1% | $155,534-93.1% | $145,884-92.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 5.99% | 61.43%-55.4pp | 64.92%-58.9pp | 551.85%-545.9pp |
| Employer contribution / active EE | $49 | $5,315-99.1% | $4,675-98.9% | $4,662-98.9% |
| Participant deferral / active EE | $5,711 | $6,467-11.7% | $5,630+1.4% | $6,690-14.6% |
| Admin fee / account holder | $459 | $19,293-97.6% | $15,900-97.1% | $13,392-96.6% |