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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 | $4,157 | $109,967-96.2% | $97,197-95.7% | $145,877-97.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 72.7%+7.3pp | 80.3%-0.3pp |
| Annual return | 6.36% | 244.27%-237.9pp | 75.47%-69.1pp | 551.28%-544.9pp |
| Employer contribution / active EE | $322 | $3,077-89.5% | $2,723-88.2% | $4,663-93.1% |
| Participant deferral / active EE | $3,294 | $4,676-29.6% | $4,263-22.7% | $6,691-50.8% |
| Admin fee / account holder | $3,126 | $6,199-49.6% | $5,637-44.6% | $13,402-76.7% |