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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 | $4,901 | $110,379-95.6% | $102,412-95.2% | $145,884-96.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.17% | 24.84%-22.7pp | 24.94%-22.8pp | 551.85%-549.7pp |
| Employer contribution / active EE | $757 | $4,216-82.1% | $3,870-80.4% | $4,662-83.8% |
| Participant deferral / active EE | $2,489 | $5,622-55.7% | $5,060-50.8% | $6,690-62.8% |
| Admin fee / account holder | $684 | $9,745-93.0% | $8,388-91.8% | $13,392-94.9% |