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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 | $11,489 | $201,344-94.3% | $184,243-93.8% | $145,877-92.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 2.90% | 29.01%-26.1pp | 28.82%-25.9pp | 551.28%-548.4pp |
| Employer contribution / active EE | $350 | $7,022-95.0% | $6,427-94.6% | $4,663-92.5% |
| Participant deferral / active EE | $8,031 | $9,807-18.1% | $9,132-12.1% | $6,691+20.0% |
| Admin fee / account holder | $3,334 | $16,382-79.7% | $13,914-76.0% | $13,402-75.1% |