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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 | $6,564 | $183,516-96.4% | $155,534-95.8% | $145,884-95.5% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | 5.77% | 61.43%-55.7pp | 64.92%-59.1pp | 551.85%-546.1pp |
| Employer contribution / active EE | $705 | $5,315-86.7% | $4,675-84.9% | $4,662-84.9% |
| Participant deferral / active EE | $2,780 | $6,467-57.0% | $5,630-50.6% | $6,690-58.4% |
| Admin fee / account holder | $575 | $19,293-97.0% | $15,900-96.4% | $13,392-95.7% |