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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 | $7,846 | $73,988-89.4% | $96,538-91.9% | $75,177-89.6% |
| Participation rate | 81.5% | 66.4%+15.1pp | 74.3%+7.1pp | 67.2%+14.3pp |
| Annual return | 12.84% | 26.73%-13.9pp | 35.74%-22.9pp | 160.75%-147.9pp |
| Employer contribution / active EE | $686 | $2,930-76.6% | $3,740-81.7% | $2,671-74.3% |
| Participant deferral / active EE | $1,996 | $3,660-45.5% | $4,880-59.1% | $4,126-51.6% |
| Admin fee / account holder | $2,095 | $5,220-59.9% | $6,737-68.9% | $5,651-62.9% |