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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 | $11,953 | $160,028-92.5% | $147,080-91.9% | $145,884-91.8% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.0pp |
| Annual return | 5.76% | 98.60%-92.8pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $1,004 | $5,286-81.0% | $4,933-79.6% | $4,662-78.5% |
| Participant deferral / active EE | $2,928 | $8,422-65.2% | $8,066-63.7% | $6,690-56.2% |
| Admin fee / account holder | $530 | $15,030-96.5% | $12,989-95.9% | $13,392-96.0% |