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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 | $3,475 | $75,541-95.4% | $152,093-97.7% | $82,637-95.8% |
| Participation rate | 91.4% | 66.5%+24.9pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 10.50% | 32.56%-22.1pp | 66.36%-55.9pp | 53.51%-43.0pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,181 | $3,206-32.0% | $5,451-60.0% | $4,126-47.1% |
| Admin fee / account holder | $1,682 | $6,405-73.7% | $14,497-88.4% | $7,339-77.1% |