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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 | $5,226 | $154,228-96.6% | $145,433-96.4% | $137,256-96.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 2.85% | 74.59%-71.7pp | 66.58%-63.7pp | 220.34%-217.5pp |
| Employer contribution / active EE | $327 | $4,804-93.2% | $4,554-92.8% | $4,156-92.1% |
| Participant deferral / active EE | $2,791 | $8,216-66.0% | $7,897-64.7% | $6,407-56.4% |
| Admin fee / account holder | $1,629 | $14,344-88.6% | $13,129-87.6% | $12,270-86.7% |