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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 | $2,205 | $16,790-86.9% | $64,489-96.6% | $67,986-96.8% |
| Participation rate | 85.3% | 62.4%+22.9pp | 67.7%+17.7pp | 57.2%+28.1pp |
| Annual return | 14.76% | 30.55%-15.8pp | 55.03%-40.3pp | 31.67%-16.9pp |
| Employer contribution / active EE | $156 | $648-75.9% | $1,523-89.7% | $2,019-92.3% |
| Participant deferral / active EE | $896 | $1,510-40.7% | $2,778-67.8% | $3,358-73.3% |
| Admin fee / account holder | $761 | $1,690-55.0% | $4,260-82.1% | $3,203-76.2% |