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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 | $10,616 | $148,629-92.9% | $135,982-92.2% | $139,487-92.4% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 3.68% | 79.33%-75.6pp | 68.32%-64.6pp | 373.84%-370.2pp |
| Employer contribution / active EE | $637 | $5,247-87.9% | $4,859-86.9% | $4,755-86.6% |
| Participant deferral / active EE | $4,370 | $8,102-46.1% | $7,760-43.7% | $6,713-34.9% |
| Admin fee / account holder | $1,388 | $12,406-88.8% | $10,767-87.1% | $11,407-87.8% |