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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 | $14,909 | $160,040-90.7% | $147,096-89.9% | $145,877-89.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 9.50% | 98.49%-89.0pp | 419.75%-410.2pp | 551.28%-541.8pp |
| Employer contribution / active EE | $881 | $5,289-83.4% | $4,936-82.2% | $4,663-81.1% |
| Participant deferral / active EE | $2,596 | $8,429-69.2% | $8,071-67.8% | $6,691-61.2% |
| Admin fee / account holder | $1,741 | $15,050-88.4% | $13,005-86.6% | $13,402-87.0% |