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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 | $2,891 | $81,331-96.4% | $155,534-98.1% | $80,935-96.4% |
| Participation rate | 82.4% | 66.3%+16.1pp | 78.2%+4.1pp | 67.7%+14.7pp |
| Annual return | 7.90% | 33.37%-25.5pp | 64.92%-57.0pp | 35.66%-27.8pp |
| Employer contribution / active EE | $372 | $3,105-88.0% | $4,675-92.1% | $2,757-86.5% |
| Participant deferral / active EE | $1,277 | $3,454-63.0% | $5,630-77.3% | $4,299-70.3% |
| Admin fee / account holder | $993 | $7,999-87.6% | $15,900-93.8% | $6,924-85.7% |