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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 | $7,702 | $183,516-95.8% | $155,534-95.0% | $145,884-94.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 4.08% | 61.43%-57.3pp | 64.92%-60.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $976 | $5,315-81.6% | $4,675-79.1% | $4,662-79.1% |
| Participant deferral / active EE | $3,252 | $6,467-49.7% | $5,630-42.2% | $6,690-51.4% |
| Admin fee / account holder | $319 | $19,293-98.3% | $15,900-98.0% | $13,392-97.6% |