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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 | $5,914 | $110,410-94.6% | $102,437-94.2% | $145,897-95.9% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 8.52% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $84 | $4,217-98.0% | $3,871-97.8% | $4,663-98.2% |
| Participant deferral / active EE | $2,054 | $5,622-63.5% | $5,060-59.4% | $6,689-69.3% |
| Admin fee / account holder | $1,619 | $9,745-83.4% | $8,388-80.7% | $13,390-87.9% |