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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 | $3,153 | $100,139-96.9% | $85,187-96.3% | $145,884-97.8% |
| Participation rate | 93.8% | 74.1%+19.7pp | 67.5%+26.2pp | 80.3%+13.4pp |
| Annual return | 7.05% | 84.15%-77.1pp | 66.67%-59.6pp | 551.85%-544.8pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,435 | $5,296-72.9% | $4,525-68.3% | $6,690-78.5% |
| Admin fee / account holder | $311 | $7,262-95.7% | $6,162-95.0% | $13,392-97.7% |