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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 | $5,226 | $183,516-97.2% | $155,534-96.6% | $145,884-96.4% |
| Participation rate | 95.7% | 82.7%+12.9pp | 78.2%+17.4pp | 80.3%+15.3pp |
| Annual return | 8.62% | 61.43%-52.8pp | 64.92%-56.3pp | 551.85%-543.2pp |
| Employer contribution / active EE | $325 | $5,315-93.9% | $4,675-93.1% | $4,662-93.0% |
| Participant deferral / active EE | $1,943 | $6,467-70.0% | $5,630-65.5% | $6,690-71.0% |
| Admin fee / account holder | $365 | $19,293-98.1% | $15,900-97.7% | $13,392-97.3% |