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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 | $7,396 | $71,197-89.6% | $93,669-92.1% | $80,925-90.9% |
| Participation rate | 85.1% | 60.4%+24.7pp | 68.7%+16.4pp | 67.7%+17.4pp |
| Annual return | 8.62% | 11.27%-2.7pp | 133.59%-125.0pp | 35.65%-27.0pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,889 | $4,036-3.6% | $4,416-11.9% | $4,299-9.5% |
| Admin fee / account holder | $4,201 | $6,959-39.6% | $8,291-49.3% | $6,940-39.5% |