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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 | $15,496 | $175,257-91.2% | $149,717-89.6% | $139,456-88.9% |
| Participation rate | 81.8% | 83.4%-1.6pp | 78.8%+3.0pp | 80.3%+1.5pp |
| Annual return | 9.32% | 166.70%-157.4pp | 134.41%-125.1pp | 373.45%-364.1pp |
| Employer contribution / active EE | $929 | $5,477-83.0% | $4,820-80.7% | $4,753-80.5% |
| Participant deferral / active EE | $2,877 | $6,521-55.9% | $5,682-49.4% | $6,711-57.1% |
| Admin fee / account holder | $471 | $16,156-97.1% | $13,213-96.4% | $11,407-95.9% |