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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 | $25,465 | $79,223-67.9% | $102,460-75.1% | $74,478-65.8% |
| Participation rate | 90.2% | 74.8%+15.4pp | 76.5%+13.7pp | 67.2%+23.0pp |
| Annual return | 10.00% | 54.98%-45.0pp | 29.47%-19.5pp | 1370.56%-1360.6pp |
| Employer contribution / active EE | $541 | $2,363-77.1% | $3,025-82.1% | $2,626-79.4% |
| Participant deferral / active EE | $2,738 | $4,417-38.0% | $5,056-45.8% | $4,350-37.1% |
| Admin fee / account holder | $1,130 | $2,003-43.6% | $9,460-88.1% | $1,946-42.0% |